Client Services Associate
Stephen is the Client Services Associate at Pathfinder Wealth Consulting. In this role, he assists clients with account-related items and is a key contact for new client onboarding. He is enthusiastic about financial planning and the opportunity to assist clients in achieving their life goals.
Stephen grew up in Annandale, Virginia just outside of Washington D.C. and graduated from Virginia Tech in December 2013. Stephen spent 6 years in the IT industry as a web developer before realizing his true passion for financial planning and making a career change. He relocated to Raleigh in 2018 with his wife, Taylor. They have three daughters, Peyton, Avery, and Logan, and a Goldendoodle, Cooper.
In his free time, Stephen enjoys cheering on the Virginia Tech Hokies, working on house projects, and exploring new activities in Raleigh with his family.
- Financial Planning Association