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.
While working 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 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 10 years helping clients achieve their dreams and goals in planning for the future. His focus and specialty are helping small businesses with their 401(k)s and executive business plans. Stephen holds a FINRA series 7, 63 and 66 license and is an Investment Advisor 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. In his free time, he enjoys watching his kids play sports including soccer and baseball, and coaching tennis. He also enjoys trips to the cabin and riding four wheelers together with his family.
Stephen holds the rank of Eagle Scout from the Boys Scouts of America scouting program; and is an avid University of Utah football fan.