Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service, education-based, wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion for educating others and adapted it to the financial services industry. He worked as a representative of an insurance company and an advisor of a national investment brokerage firm, before launching Wise Wealth in 2007. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth. Stephen is a Certified Financial Planner professional, a Certified Kingdom Advisor, and he holds insurance and securities licenses. He is the author of th