Designations and Licenses

Stephen is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Stephen provides customized, wealth management solutions for his clients. He works with a team of experienced professionals to design, implement and monitor investment solutions to help clients achieve their long-term objectives and goals. Stephen has been in the financial services industry since 2006.

Prior to joining Mariner, he served as a wealth manager for a registered investment advisor firm in Chicago. Before beginning his career in wealth management, Stephen worked as a fixed income derivatives trader.

He has a Bachelor of Business Administration degree in finance from the University of Notre Dame.

Personal Interests

Stephen is a huge Notre Dame football fan. He likes spending time at the lake with his family.