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. He works primarily with retirees, engineers, executives, and families who have a loved one with special needs.
Stephen earned a bachelor of science degree in economics from Samford University in Birmingham, AL and a master of science degree in financial planning from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama.
Whether teaching acting at Merrimack Hall Performing Arts Center, which specializes in arts education for individuals with special needs, or organizing events for the Community Foundation of Greater Huntsville’s Corporate Giving Network, 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.
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.
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.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.