Stephen thrives when helping families secure their financial futures. He is most in his element when working at your side to identify and achieve your family’s key financial goals. Stephen is interested in educating and counseling families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals.
Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.
A New Jersey transplant to the Bay Area, Stephen lives in Mill Valley and enjoys spending time with his teenagers, hiking, biking, traveling, and cooking. An avid golfer, Stephen has served on multiple committees at Meadow Club in Marin County.
Mosaic Financial Partners
March 2017 – Present
Meadow Golf Club
July 2006 – Present
Board member, Past President (2004)
San Francisco Security Traders Association (SFSTA)
2000 – 2005
CFP©, CERTIFIED FINANCIAL PLANNER™ professional, 2017
BA, Economics, Vanderbilt University, 1990
Certificate, Personal Financial Planning, UC Berkeley Extension, 2015
2015 Newport Advisory Outstanding Student Award