Our Team

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever growing need for prudent and sound planning. The times and tides have changed, and delivering real time, effective solutions in todays economy has now become his driving force.

Stephen is an advocate of taking a methodical and holistic approach to financial and retirement planning. He has conducted many public events on the topic of wealth preservation, generating reliable retirement income, and efficiently creating a legacy.

Stephen is an Investment Advisor Representative with investment advisory services provided by Gradient Advisors, LLC, an SEC Registered Investment Advisor.

In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.