As a Financial Advisor with Fifth Avenue Financial, Stephen helps individuals, families, and business owners build financial freedom through personalized, holistic wealth strategies.

Stephen’s approach is rooted in trusted advice, disciplined planning, and a commitment to understanding each client’s unique goals. He and his team delivers trusted advice and world-class service across a wide range of financial needs, including retirement planning, investment solutions, insurance protection, college funding, and multigenerational wealth planning.

With a disciplined process and a deep commitment to understanding each client’s unique goals, Stephen strives to be a lifetime resource—offering thoughtful, customized strategies that evolve with his clients through every stage of life.

Originally from Arlington, Virginia, Stephen earned his Bachelor's degree in Economics from the University of Richmond and holds the Life Health and Variable Lines License, Series 7, Series 66, and the Chartered Retirement Planning Counselor (CRPC®) designation.

Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 90 Park Avenue, 17th Floor, New York, NY 10036. (212) 536-6000.

Fifth Avenue Financial is not a subsidiary of MassMutual or its affiliated companies.

Website

http://www.fifthavenuefinancial.com

Phone

212-536-6043

For complete licensing and disclosure information visit:  https://fifthavenuefinancial.com/licensing/

Education

University of Richmond

Hobbies

Cooking, Piano, Traveling, Running, Tennis, Swimming, Hockey, Golf, Hiking