With more than a decade of experience in financial services, Stephen brings a broad understanding of wealth management and financial planning, along with a genuine commitment to building lasting relationships. Holding the Qualified Associate Financial Planner (QAFP®) designation since 2024, Stephen combines technical knowledge with a thoughtful, relationship-focused approach. He works closely with clients and the Clearwater team to coordinate evolving needs, provide responsive support, and ensure every interaction is handled with care and attention to detail.

Stephen believes exceptional wealth management goes beyond investment performance. It begins with understanding each client’s priorities, communicating clearly, and building relationships grounded in trust. His ability to simplify complex financial matters and anticipate client needs supports Clearwater’s commitment to delivering sophisticated, personalized wealth management solutions.

 Outside of Clearwater, Stephen enjoys spending time with his wife and children. Family remains central to his life and reinforces the importance he places on helping clients pursue and protect what matters most.