Stephen Hassell grew up watching his father and our firm’s founder, Tom Hassell, help connect people’s finances to their life goals. Stephen himself had a love for investing and spent much of his early career in investment research, portfolio construction, and 401(k) plan management. After attaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, his view broadened, and he came to appreciate the craft of a financial plan that encompasses everything from investments to retirement to taxes. Today, as a Wealth Advisor, Stephen enjoys the problem-solving that comprehensive financial planning requires. He loves to sit down with clients and give them potential solutions to shape their finan