Stephen has been active in the financial services industry since 1992. He previously served for six years on active duty in the United States Marine Corps, with a portion of that tour spent abroad at various US Embassies with a Top-Secret clearance. He has earned an MBA from Brigham Young University.
“It’s never about a product, a hot trend, or a one-size-fits-all approach that actually fits no one. This is a collaborative process that demands holistic thought, with the individual and their unique circumstances as the rightful center. Many good things in life started as conversations. No matter how grandiose or how simple, let’s chart a course that makes sense for you. And at the very least, let’s achieve some level of peace while you tend to what really matters in this life.”
Stephen enjoys an active lifestyle and a multitude of outdoor activities with his wife of many years and their six children.