Stephen is a Senior Financial Advisor with 20 years of experience currently serving the Sacramento and surrounding markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Stephen works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Stephen earned a Bachelor of Science degree in Business and Finance from California State University, Fresno. He is a CERTIFIED RETIREMENT COUNSELOR® professional, Certified Wealth Strategist and Accredited Investment Fiduciary®. Stephen holds securities licenses 7, 63, and 65, held through LPL Financial along with his life, health and annuity insurance licenses.
Stephen lives in El Dorado with his spouse and three children.