Financial Advisor

Stephan is a reliable resource for physicians, high-net-worth individuals, and their families. As a former U.S. Army Major, he has a keen attention to detail and develops long range plans designed to identify, create, and accomplish the financial needs and goals of his clients. Stephan graduated from Westminster College in Fulton, MO with a B.S. in Biology with a pre-med focus. His education and preparation for the MCAT have given him an appreciation for the rigor and commitment his physician clients have undergone to be successful. He enjoys traveling, motorcycling, sailing, hiking, and playing the harp and piano.

View this investment professional on BrokerCheck by FINRA.