Stephen is a dedicated retirement planning specialist based in Chester County, Pennsylvania, where he lives with his wife and daughter. He founded SP Retirement to combine his deep educational background and professional expertise into a single mission: serving clients without compromise. He is committed to delivering top-tier retirement planning experiences while significantly reducing client costs. Passionate about bringing clarity to complex financial situations, Stephen uses research-based strategies to optimize outcomes and bring each client’s unique vision of retirement to life. He prides himself on truly listening to his clients, applying a highly analytical, detail-oriented approach to craft thoughtful, personalized plans.

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Stephen began his retirement planning career in 2014. By 2018, he was providing comprehensive financial planning and advisory services while simultaneously completing graduate studies at both Kansas State University and The American College of Financial Services. When he isn’t helping clients secure their futures, Stephen enjoys spending quality time with his family, staying active through outdoor running, and tackling home improvement projects.