Stephen is a Certified Financial Planner™, dedicated to helping clients build clarity, confidence, and long-term financial plans. A graduate of Aquinas Institute and St. John Fisher University with a degree in Business Finance, he brings both expertise and a personal, relationship-focused approach to every client he serves.
Outside of the office, he’s an avid outdoorsman who loves hunting, fishing, traveling, and spending quality time with his family. He is also a passionate wine enthusiast, exploring wines from around the world, and holds a WSET (Wine & Spirit Education Trust) Award in Wine.
He resides in Greece with his wife and their two sons.