Client Advisory


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.


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



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