Stephen is a CERTIFIED FINANCIAL PLANNER (CFP®) with more than a decade of experience in the financial planning and investment management industry. His process combines financial, investment and tax planning to individuals and families. This process not only seeks to grow their wealth, but also efficiently utilize their assets while providing a legacy to future generations and charitable organizations. He aims to help his clients simplify what are often complex financial situations.
Stephen and his wife Hannah live in Dunlap, Illinois and are expecting their first child, a daughter, in 2023. In his free time, Stephen enjoys golf, hockey and traveling.