Stephen has been an Certified Financial PlannerTM Professional since 1989.  He holds the Series 7 (General Securities), Series 24,26 (General Principal), and Series 63 registrations.

He graduated from Bentley University with a Bachlor of Science in Accounting in 1977. In 1986 he received his MBA from Southern New Hampshire University.

Stephen is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with Stephen is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Stephen can provide is a roadmap to working toward a more secure financial future.