Stephen began his career in financial services as a broker at Scottrade, delivering exceptional client experience, providing investment education, and helping clients reach their financial goals. He then moved to a lead role, overseeing a team of associates and resolving escalated client issues throughout the merger with TD Ameritrade. Stephen has the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 66 license. He has a genuine passion for assisting clients so they don’t stress about money. Stephen grew up in Wyoming and graduated from the University of Wyoming with a bachelor of science degree in business administration and a minor in finance. In his free time, Stephen enjoys exploring coffee shops, serving at his church, and being active in the mountains.