Director of Wealth Management
Stephen began his career in financial services in 2004 working with clients on an individual basis. In 2010 he moved into the role of Wholesaler working with MassMutual and Lincoln Financial Group, and most recently was in the role of Regional Vice President supporting National Sales Distribution for Transamerica. Stephen graduated Pace University with a BBA in Finance and completed the University of Connecticut’s Executive MBA Program. When he is not in the office, Stephen serves as the President of the Jason Lantieri Memorial Foundation which serves the local community in remembrance of Sgt. Jason Lantieri. He currently lives in Higganum, CT with his wife and son.