Stephen works with millennial clients as well as those near retirement. As a millennial, he understands first hand their unique financial needs. He also has a passion for helping older generations successfully reach their retirement goals, whether that is to travel the world or leave a legacy to their families. He holds an undergraduate degree in which he majored in Accounting and Finance as well as an MBA in Public Accountancy, both from SUNY New Paltz. He holds securities registrations Series 7 and 66 with LPL financial and is licensed in Life, Accident & Health Insurance. In the financial industry since 2017, Stephen wants to help people remove some of the uncertainty surrounding r