Stephen is from Chester County, Pennsylvania, where he currently resides with his wife and daughter.

Stephen started SP Retirement so that he could bring together his full professional and educational skill set to serve clients without compromise. Stephen's goal is to provide the highest quality retirement planning experiences while reducing client costs. Stephen is passionate about helping his 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. Stephen prides himself on truly listening and understanding clients and their goals, applying his detail-oriented and analytical approach to the crafting of thoughtful, personalized plans.

Stephen started his retirement planning career in 2014, working with retirement advisors from across the country, helping them to understand the role of insurance in the development of client retirement plans. During this time, Stephen completed his industry licensing and certifications, studying each day during his break, after work, and on the weekends.

Stephen started providing financial planning and advisory services in 2018 while also completing his graduate studies at both Kansas State University and The American College of Financial Services.

Outside of financial and retirement planning, Stephen enjoys playing with his daughter, spending time with family, outdoor running and fitness, and home improvement projects.