FULL BIOGRAPHY
Stephen began working at IWM In 2019 and is the Director of Advisory Solutions. He partners with clients to bring clarity to complex retirement decisions.
He earned a Bachelor’s Degree from Geneva College and a Master’s Degree in Economics from George Mason University. Stephen also holds the CFP designation as well as his Series 65 and Life & Health Insurance licenses.
Outside work, you’re likely to find him backpacking, traveling or trying new foods. He and his wife have 2 sons and are very active in their church community.