My name is Stephen, and I am a Financial Planner with 18 years’ experience.

I live in Virginia with my wife and two daughters, one of whom is diagnosed with Autism.

With my everyday dad life, I understand the challenges of raising a child on the spectrum and the importance of prioritizing a financial plan to secure my family’s wellbeing, including plans that endure my daughter’s lifetime.

And so, financial planning for families with a member with special needs is my focus.  

I am a Chartered Special Needs Consultant (ChSNC).

In addition, I am CFA Charterholder, a CFP® Certificant, an Accredited Investment Fiduciary Analyst (AIFA®), an IRS Enrolled Agent (EA) and a Virginia Life, Annuities and Health Insurance Agent.

I graduated from NYU Stern School of Business, Hong Kong University of Science & Technology, and Lagos Business School, obtaining an MSc in Global Finance and an MBA.

Outside of work, my family and I enjoy swimming, reading, and traveling. And each fall through spring, you will find us watching soccer and passionately rooting for our favorite soccer team, Arsenal Football Club of London (though I think my wife secretly supports another team).

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