Team Member

Stephen is a key member of the Wick Capital Partners financial planning and client service teams. Stephen is a Certified Public Accountant as well as a Certified Financial Planner. He delivers high-touch client service by working closely with clients on their planning, cash flow, and retirement needs. He leverages his tax experiences to develop custom tax plans for clients.

Credentials:

• Certified Financial Planner (CFP®)
• Certified Public Accountant (CPA)

Professional Experience:

• Wealth Planner, Wick Capital Partners
• Tax Advice Specialist, Intuit Turbotax
• Staff Accountant, Withum, PC
• Wealth Planner, West Capital Management, LLC

Undergraduate Degrees:

• University of Illinois at Urbana-Champaign. Bachelor of Science, Finance