Stephen has joined the firm as a Wealth Advisor at the Northville, MI location. Stephen has over twenty years of experience in financial services, including positions in: investment advisory, real estate, and insurance. In his new role directly serving the firm’s clients, Stephen serves as a member of the Investment Policy Committee where he contributes his substantial wealth management experience and business acumen to assist the firm in designing and managing its investment portfolios and in directing an exceptional client experience. Stephen holds a BSBA from the University of Michigan. He has taken and passed the Series 6, 7, 63, 65, and 66 securities exams and holds active Life, Health, P&C, and Variable Annuity licenses in the State of Michigan. Stephen resides in Northville and when away from work enjoys the game of golf and spending time at his home in Northern Michigan.