As a Managing Director in the firm’s Columbus headquarters, Stephen’s market emphasizes Ohio with a particular focus on Central Ohio.
He built his own financial services company and served the complex needs of small and middle market business owners for more than a decade. Prior to that, Stephen worked as in-house counsel for a Fortune 500 company negotiating, drafting and reviewing business contracts. As a result, he brings deep experience, uncommon financial perspective and a unique tool set to business owners.
Stephen earned his Juris Doctor from The Moritz College of Law at The Ohio State University. Before earning a degree in Honors Finance, he was selected to be in the inaugural Honors Business Cohort Group at OSU’s Fisher College of Business.
He grew up in Marietta, OH and now lives in the Worthington area of Columbus with his wife and four children. His community involvement includes non-profits, estate planning groups and coaching his son’s travel baseball team.