Stephen is a Wealth Planning Analyst specializing in creating detailed financial planning deliverables, including estate planning, cash flow analysis, and comprehensive data management to help clients reach their unique financial goals.
Prior to joining the Waldron team, he gained extensive experience in the financial services industry, most recently serving as a Senior Analyst at an investment management firm. Stephen earned his Bachelor of Business Administration in Financial Planning and Finance from the Fox School of Business at Temple University in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional.
At Waldron, Stephen focuses on implementing advanced planning strategies and providing diligent planning overviews to help entrepreneurs and their families simplify their financial lives.
Outside of the office, Stephen resides in Phoenixville with his fiancée, Mia, and their dog, Mo. He enjoys spending his time hiking on the East Coast and is an avid Philadelphia Eagles fan.
