Stephen has been awarded the CERTIFIED FINANCIAL PLANNER™ designation as well as the Chartered Retirement Planning Counselor designation. Stephen has worked in investment services for over 25 years and has been a Charlotte County resident since 1981.
My other passion: "I love creating art - it's a hobby I've pursued for several years. Drawing, pastels and watercolor painting let me exercise my brain in very different ways that the world of finance. It's fun and healthy."
My favorite quote: "I chose it to be on the invitations for my wedding. Wolfgang von Goethe wrote, 'In all things we learn only from those we love'."