Stephen’s financial planning practice is built through referrals from existing clients. He services his clientele with individual retirement planning, investment planning, estate planning, and insurance review. Stephen’s philosophy is to put his client’s best interest first and give them the exact course of action he would follow if he were in their position. Through the firm, Stephen has access to vital comprehensive support and services to assist his clients in making life-altering financial decisions.

Stephen is married to Ashley who is in her Residency (MD) in Obstetrics and Gynecology at the University of Kentucky. Ashley graduated from medical school at UAB School of Medicine. Stephen and Ashley are actively involved in their church. Stephen has played drums for the Praise Band and both he and Ashley have regularly facilitated in Sunday School. In their time away from their professional lives, they enjoy spending time with their border collie Canoli, gardening, and various outdoor activities.

CHARTERED RETIREMENT PLANNING COUNSELOR sm and CPRC® are registered service marks of the College for Financial Planning®.