Client Advisory

Biography

Stephen is a Principal in the Indianapolis office. He partners with individuals to advise and assist on the topics of investment management and financial, tax and estate planning.

Prior to joining Cerity Partners, Stephen served as a Senior Financial Advisor at ARGI Financial Group. Before starting with ARGI, he served as Branch Manager and Financial Consultant for TD Ameritrade and Scottrade, assisting individuals with personal financial planning and wealth management needs.

Education

  • B.S. in Finance from the University of Southern Indiana
  • B.S. in Economics from the University of Southern Indiana

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.