Stephen has more than 20 years of experience with systems, reporting, and operational infrastructure within the financial services and wealth management industries, leading reporting initiatives, managing key technology platforms, and enhancing operational efficiencies across organizations.

Stephen grew up in central Illinois before attending Arizona State University in Tempe, AZ, where he earned a B.S. in Psychology.

After graduating, Stephen began his professional career as an Operations Associate at Charles Schwab & Co., Inc., gaining foundational experience in financial services. He later transitioned into Portfolio Administration and IT Management at various RIA firms across Phoenix, AZ, Mill Valley, CA, and Los Angeles, CA.

Outside of work, Stephen enjoys hiking, traveling, and spending quality time with friends and family.

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