Stephen assists families, individuals, and business owners in achieving their unique financial goals as a fiduciary advisor. Over the past 4 years of his client service career he has made it his standard to provide unparalleled commitment, service and enthusiasm towards identifying, creating and achieving his client’s personal financial aspirations in the areas of accumulation, protection and distribution of wealth.
Stephen graduated from Plymouth State University with a BA in Business Administration. While at Plymouth State, Stephen was a member of the investment club. He also achieved academic accolades on multiple occasions and was featured on Plymouth’s "Shining Stars" Presidents List. Stephen is an avid member of his community with over 400 hours of logged volunteer work giving back to those in need. In 2016, he played ACHA collegiate hockey for the University of Tampa and he is now the assistant coach for Lowell Catholic’s high school hockey team. He loves spending his free time with his dog buddy and also skiing in the white mountains.