Stephen has proudly been in the investment industry since 1980. He has always been an active member of his community, taking pride in helping friends and colleagues in many ways. His passions lie in Charitable Gifting and Charitable Estate Planning and he thrives on collaboration.
Steve is an avid skier, loves to ride his road bike, play with his grandchildren, and spend time in the gym; Steve also is an excellent cook.
Alongside his financial career, he is also a professional classical guitarist and has concertized throughout the world since 1973. As Steve steps away from providing advisory services and into retirement, he is excited to spend more time playing guitar, being a grandpa, cooking, and skiing.