401 S 4th Street #910 Louisville, KY 40202

502.371.9850

Stephen is a managing partner and financial advisor in Savant’s Louisville, KY office. He has a membership interest in Savant.

Stephen advises clients navigating uniquely complex financial transitions. He and his team provide guidance on business succession and retirement planning, aging care solutions, wealth transfer strategies, and philanthropic planning, helping clients align financial decisions with their values and long-term goals. He is an Accredited Investment Fiduciary® (AIF®), a Certified Exit Planning Advisor (CEPA), and a Chartered Retirement Plans Specialist^SM (CRPS®).

Stephen has been involved in the financial services industry since 2003. He was a co-founder and director of family wealth and retirement plan consulting at Sortino Advisory Partners until it joined with Savant in 2024.

Stephen earned a bachelor of arts degree in economics with minors in math and business administration from Bellarmine University in Louisville.

Stephen enjoys traveling with his wife and three children. He is an avid cyclist, scuba diver, and skier.

Education &
Designations

Bellarmine University
Bachelor of Arts in Economics with minors in Math and Business Administration
Accredited Investment Fiduciary® (AIF®)
Certified Exit Planning Advisor (CEPA)
Chartered Retirement Plans Specialist^SM (CRPS®)

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