Stephen joined Premier Financial Investment Group, (LLC) in 2020 and is currently serving as Director of Financial Planning and has become a Registered Representative and Financial Consultant. He specializes in offering comprehensive investment management and retirement planning solutions for both individuals and groups, whether they are just starting their careers, or mid-retirement.  Stephen’s approach to planning focuses on prioritizing the clients wants and needs and creating a realistic path forward to help achieve them. 

Along with his formal training in the Financial Planning industry, Stephen brings 10+ years of experience working in the fields of international business, and supply chain as well as 5+ years of experience working in management roles for Fortunate 500 companies.   

Stephen graduated from the University of Tampa with a focus on Business Management and has received an MBA from Monmouth University.  Outside of work, Stephen resides in Wall Township with his wife and three children.   

Securities Registrations: 

SIE (Securities Industry Essentials) 

Series 6, 63, and 65