About Stephen
Stephen helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. He builds deep relationships with clients founded on trust and integrity, so they can be assured their best interests always come first.
Bringing more than 15 years of experience in financial services, Stephen has a passion for working with clients to craft and execute comprehensive plans consistent with their long-term financial goals. Whether related to portfolio management, wealth transfer, risk management, or tax strategy, he always seeks opportunities to address clients’ complex and challenging issues with practicable solutions.
Outside of work, Stephen enjoys spending time with friends and family, getting outdoors as much as possible, traveling, and rooting for Baylor University and his hometown Dallas sports teams.
Education and Professional Milestones
-Baylor University – bachelor’s degree in finance
-Certificate in financial planning from Southern Methodist University
-Has also held a financial services role for GuideStone Financial Resources
Stephen helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. He builds deep relationships with clients founded on trust and integrity, so they can be assured their best interests always come first.
Bringing more than 15 years of experience in financial services, Stephen has a passion for working with clients to craft and execute comprehensive plans consistent with their long-term financial goals. Whether related to portfolio management, wealth transfer, risk management, or tax strategy, he always seeks opportunities to address clients’ complex and challenging issues with practicable solutions.
Outside of work, Stephen enjoys spending time with friends and family, getting outdoors as much as possible, traveling, and rooting for Baylor University and his hometown Dallas sports teams.
Education and Professional Milestones
-Baylor University – bachelor’s degree in finance
-Certificate in financial planning from Southern Methodist University
-Has also held a financial services role for GuideStone Financial Resources