Stephen is a graduate of Muhlenberg College and has been working in the financial industry for nearly 25 years. A native of Livingston, Stephen currently resides in Florham Park with his wife, Danielle, and children, Chloe and Stephen.
He has previously served as Vice President of Retirement Plan Marketing for a major Wall Street firm and has published numerous articles on topics relevant to retirement planning.
Stephen holds a CERTIFIED FINANCIAL PLANNERTM Professional designation as well as FINRA Series 7, 24 and 66 registrations with LPL Financial, and Life and Health Insurance licenses.
Stephen’s focus on providing exceptional service to his clients stems from his priorities as a consultant.:
- face to face meetings with clients to gather and discuss all relevant issues to make informed investment planning decisions that are in the client’s best interest;
- offering sound advice to resolve both simple and complex financial planning issues;
- utilizing a broad range of products and resources to suit each client’s individual needs.
Stephen is also an accomplished musician and songwriter, and enjoys recording and performing with his bands. Stephen is also a member of MENSA, and is an avid tennis player.