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.
SIE (Securities Industry Essentials)
Series 6, 63, and 65