A Naples native with family roots in the community, Stephen joined Advantage Wealth Partners as a Client Services Associate. He brings over experience as a licensed financial representative from a national broker-dealer, following a successful career in the hospitality industry as a professional chef.

Stephen holds his Series 6 and Series 65 securities licenses, as well as his Florida Life Insurance license. He is currently completing a Bachelor of Science in Finance, with a curriculum that satisfies the educational requirements for the CERTIFIED FINANCIAL PLANNER™ certification. He is scheduled to graduate in May 2026.

In his personal time, Stephen is an avid reader and fitness enthusiast. He enjoys spending time outdoors fishing and hiking throughout Southwest Florida and remains a passionate cook.