Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you need to take with your portfolio to accomplish your long-term goals and objectives is the first step. While we certainly can’t prevent or even anticipate when down markets might happen, […]
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