Experience and Education
Stephen works with a wealth team that provides individuals and families with customized wealth management, including investment recommendations, to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Stephen was a client service associate at JPMorgan Chase Bank, where he supported a team of private bankers to help cover a client’s private banking relationship including credit, investment and deposit products and solutions. Prior to that, he was a paraplanner at Ameriprise Financial, where he assisted clients with financial planning and investments.
He has a bachelor’s degree in accounting and business administration with an emphasis in international business from Marist College.
Stephen enjoys tennis and hiking.