Stephen has worked in the financial services industry since 2010. Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and received his Bachelor of Arts degree from Florida State University. As a Senior Wealth Manager, Stephen works with the partners in all aspects of investment management and financial planning. Prior to coming to River Capital Advisors (“RCA”), he worked in an insurance agency and gained extensive knowledge in property and casualty, life, and health insurance. While working at the agency, he would see many clients struggling to pay their bills and failing to plan ahead in various financial areas. This experience left him with a desire to earn his CFP® certification so he could provide advice to clients in all areas of their financial life. He came to RCA in 2015 because he wanted to advise clients without the pressure that comes with selling products. Outside of work he enjoys spending time with his family, listening to music, and reading.