CFP®, ChSNC®, MS
Financial Advisor / Member Owner
My greatest sense of professional satisfaction comes when I am collaborating with a client to help them solve a problem or pursue a goal. I am 100% in this for my clients and what I can do for them.
Stephen is a financial advisor in Savant’s Huntsville, AL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®), Stephen is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Stephen has been involved in the financial services industry since 2011. He was a financial advisor at Bridgeworth until it joined with Savant in 2023.
Stephen is a member of the Financial Planning Association of North Alabama. Whether teaching acting at Merrimack Hall Performing Arts Center, serving on the Corporate Giving Network and investment committee for the Community Foundation of Greater Huntsville, or serving on the board of Vantage Leadership Initiative, Stephen is an active member of the Huntsville community, giving back and making sure that spirit of giving and charity continues to grow in North Alabama.
Stephen earned a bachelor of science degree in economics from Samford University in Birmingham, AL and a master of science (MS) degree in financial planning from the University of Georgia.
When not at work, Stephen and his wife enjoy being outside with their two children and two rescue mutts. They are active members of Rivertree Church where Stephen plays the electric guitar with the praise team. He is an avid sports fan and has a borderline obsession with the UGA Bulldogs, Pittsburgh Steelers, and Arsenal Gunners.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.