Stephen is a Financial Advisor with seventeen years of experience
currently serving the Phoenix area. Utilizing a detailed analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Stephen customizes easy-to-understand financial planning strategies to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Stephen earned a Bachelor of Science degree in finance from Northern Arizona University, in Flagstaff, Arizona. He holds life, health, and annuity insurance licenses.