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 today’s 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 LifePro Asset Management, LLC, a registered investment advisor firm.
In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.