Professional

After graduating St. Pius X Catholic High School in Atlanta, GA, Stephen went on to study Business Management at Georgia College & State University in Milledgeville, GA. 

He worked his way up into management with the Ritz-Carlton Hotel Company beginning with the Lodge at Reynold's Plantation on Lake Oconee, GA, next Denver, CO, followed by Jupiter, FL, and most recently Lake Tahoe, CA.

Stephen moved to the Pacific Northwest in 2010.  During his role as a Corporate Sales Manager with the Seattle Mariners AAA affiliate Tacoma Rainiers he was introduced to many different financial institutions. Taking into consideration his life long desire to have the most positive impact on people's lives possible he chose to join Northwestern Mutual- South Puget Sound in 2012.

In 2020 Stephen moved to Central Texas.  He helped open an office in Killeen in 2023 and Georgetown in 2025. 

Years of Experience

Representing Northwestern Mutual since 2012.

Education

  • Georgia College & State University
  • St. Pius X HS (Atlanta)

Personal

In 2017, Stephen moved from North Tacoma to University Place with his wife and two children. He enjoys coaching his son's baseball team, play dates with his daughter, coffee dates with his wife, and listening to Atlanta Braves baseball while working in his yard.   

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline