CST, Financial Planner
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 66 license. He began his career in financial services in 2016 working as a broker for Scottrade, focusing on delivering the highest client experience, providing investment education and helping clients reach their financial goals. He then transitioned into a lead role, overseeing a team of associates and resolving escalated client issues throughout the merger of TD Ameritrade. Stephen grew up in Wyoming and graduated from the University of Wyoming with a Bachelor of Science in Business Administration and a minor in Finance. In his spare time, Stephen enjoys craft coffee, being active, and spending his free time in the mountains.