Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional®with a BBA and MBA from Campbell University. He began his career advising ultra‑high‑net‑worth clients in Manhattan, then went on to serve as Director of Advisory Services at an advisory firm in North Carolina before joining EvoAdvisors in 2022. Stephen is committed to moving the profession forward, having served on NAPFA’s Genesis Leadership Committee and being recognized as NAPFA’s New Professional of the Year in 2020.
Stephen is an avid reader, especially when his three young children give him the chance. That curiosity and love of learning inform the thoughtful, long‑term perspective he brings to client relationships.
He has appeared in the media on the Radio Tour for “Millennials and Finances,” reaching more than 11 million listeners, and on WJLA‑ABC in Washington, D.C., to discuss the financial impact of COVID‑19 on small business owners.
