For more than forty-two years, Stephen has integrated his extensive tax expertise with financial strategies to provide comprehensive wealth management services to clients throughout the United States. He is passionate about educating students about finance and volunteers his time for the SIFMA Foundation. Stephen is a life-long ardent Miami Dolphins fan. In his leisure time, he cherishes spending time with his family, plays competitive baseball in the CCSMSBL and CNMSBL, enjoys music, traveling, politics, reading and is an advanced saltwater aquarist.

Stephen received a BA in Business/Economics from Illinois Benedictine College in 1981 and attained the status of Enrolled Agent (EA) in 1986. He holds FINRA securities registrations Series 7, 63 and 65 and is a licensed insurance producer in numerous states.