LPL Financial Advisor
Stephen has been with Ta-Check Financial since 2015. He graduated from Cleveland State University where he received a degree in Business Administration with a major in Accounting. He has been in the financial industry since 2011 and believes that his accounting background, as well as his financial experience, are an ideal foundation for his work as a tax planner and financial advisor.
Attention to detail, good listening skills and great empathy are words used to describe Stephen by his clients. He is effectively supported by a team of administrative assistants and investments product specialists whose teamwork and professionalism help build long-term relationships with his client base.
When he’s not working, Stephen is a sports enthusiast who enjoys snowboarding, traveling and spending time with his family and friends.