Stephen began his career in 2011 with a drive for helping clients eliminate the emotional stress of finances so they can enjoy their lives instead of worrying about money. Over the years, he has served a wide array of clients, including business owners, medical practitioners, executives, and dedicated savers. Whether it’s a young professional or a retiree, Stephen recognizes that every client’s situation is unique and he provides the guidance they need to help accomplish their goals. Stephen enjoys spending time with his wife, swimming, hiking, and road cycling.
Portland
121 Southwest Morrison Street Suite 910 Portland, Oregon 97204