Stephen believes that the client always comes first, and he provides advice centered on helping find effective, timely solutions for every client. He gets to know and understand not just the financial picture, but also the achievements and milestones that individuals, families and business owners wish to accomplish. Over time, there are challenges and risks that may jeopardize and possibly derail these dreams from becoming a reality; however, having a well-devised plan and implemented wealth management strategy helps his clients remain confident throughout all periods of their lives. His clients receive timely communications and a high level of service.

Retirement planning is the cornerstone of Stephen’s practice. In addition to earning the CERTIFIED FINANCIAL PLANNER™ designation, Stephen is also a Chartered Retirement Plans Specialist® through the College for Financial Planning. Thus, he has knowledge of all types of retirement plans for both individuals and business owners, as well as training in helping clients be well positioned to address all of their financial goals through retirement and beyond. A strong focus of his practice is utilizing retirement plan tax saving vehicles (i.e. IRAs or 401(k)s) in the growth phase when clients are accumulating their wealth and during the distribution phase when clients are supplementing their retirement income and/or meeting the required minimum distributions.

Stephen works out of our Sarasota office. He has a bachelor’s degree in finance and economics from Rockhurst, a Jesuit University, passed the Series 7 and 66 exams and holds life and health insurance licenses. He supports his local community through his active membership with the Rotary Club, and as a volunteer SCUBA diver with the Florida Aquarium.

Stephen and his wife Andreia are proud parents of two children, Summer and Mason.