Stephen is a dedicated retirement planning specialist based in Chester County, Pennsylvania, where he lives with his wife and daughter.

Stephen founded SP Retirement in 2025 to bring together his full professional and educational skill set to serve clients without compromise. His goal is to provide the highest quality retirement planning experiences while significantly reducing client costs. He is passionate about helping clients gain clarity around their financial situation and explore their options. Drawing upon research-based retirement planning expertise, Stephen works to optimize outcomes and bring each client’s vision of retirement to life. He prides himself on truly listening to and understanding his clients and their goals, then applying his detail-oriented and analytical approach to the crafting of thoughtful, personalized plans.

Stephen began his retirement planning career in 2014, working with advisors across the country to help them understand and integrate insurance into client retirement plans. During this time, he completed his industry licensing and certifications, studying every day during breaks, after work, and on weekends. In 2018, Stephen started providing financial planning and advisory services while also completing his graduate studies at both Kansas State University and The American College of Financial Services.

When he’s not planning retirements, Stephen enjoys quality time with his daughter and family, staying active through outdoor running and fitness, and tackling home improvement projects.