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Stephen has more than thirty-five years of experience in accounting, taxation, and planning. He has experience in both the public and private accoutning sectors. Stephen holds a BS in Accounting from Fairleigh Dickinson University and a Masters in accounting from Nova Southeastern University. He also holds series 7 and 66 financial licenses as well as a 215 insurance license. He has obtained the designations of a Chartered Retirement Planning Counselor® and an Accredited Asset Management Specialist® from the College of Financial Planning.

Stephen is currently a member of the Sons of the American Revolution and a Master Mason of Acacia Lodge #163 F. & A.M. Professionally he is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the Business Associates of Martin, and the Hobe Sound Chamber of Commerce. Stephen also serves as the Treasurer of The Childrens’ Museum of the Treasure Coast.

In his spare time Stephen enjoys golfing, bowling, fishing and cruising on his Harley Davidson.