7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800 | (480) 951-0079
Stephen is a Native Arizonan and comes from a small business background. He helped grow a family contracting business for over 17 years, however Stephen wanted to be more helpful to his clients. So, after discussing with a mentor what true financial advice could bring to a family and even generations of a family, he was hooked! The new information learned in the financial world combined with his business knowledge, the responsibility he undertook caring for his co-workers, as well as his own personal successful and unsuccessful commercial, land and residential real estate ventures have all set him up with a unique set of experiences to relate to and help clients be prepared financially for the potholes along the road of life. Slow and steady wins the race and life is a marathon.
Stephen’s investment philosophy is to keep in line with each client’s risk preferences while being diversified and firmly believes in a long term approach. Being diversified, whether just in your investment portfolio or between your investment portfolio, your business, your real estate holdings and other investments is what makes planning so important and the foundation of Stephen’s recommendations and actions. When it comes to his clients, he is committed to acting in their best interests which means systematic processes for monitoring along with clear and prompt communication to truly cultivate a lasting partnership.
Stephen married his high school sweetheart and loves adventuring outdoors with her and their Australian Shepherd, Oscar, in lakes and rivers or on bikes in the mountains.