Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives by providing personalized solutions for their retirement planning, risk management, retirement income, education savings and insurance needs.
As a project manager in the cabinetry design business Stephen found that he most enjoyed the one on one personal plans which he would design with his clients. A career in the financial services has allowed him to utilize his degree in finance while still enjoying that one on one personal planning with families and businesses.
Stephen earned his degree in business administration with a specific emphasis in Finance from the University of Utah David Eccles School of Business and has spent the last 5 years helping clients achieve their dreams and goals in planning for the future. His most recent focus has been on helping educate small businesses on their 401(k)'s and investment management. Stephen hold a FINRA series 7, 63 and 66 license and is an Investment Adviser Representative at Cook Financial Group. He was previously awarded rookie of the year, as well as qualifying for the National Leaders Forum conference.
When not at work, Stephen likes to spend his free time with his amazing wife Bridgette and his 4 wonderful kids, 3 boys and 1 girl, Brayden, Hallie, Austin and Grayson. He enjoys watching his kids play soccer, tennis and participate in wake surfing. Eagle Scout in the scouting program. Stephen is an avid University of Utah football fan. The family also enjoys trip to the cabin and riding four wheelers together.