Stephen is a Founder and Managing Partner at Centel Wealth Advisory, where he provides financial planning, advisory, brokerage, and investment management services to Centel’s clients.

He is a CERTIFIED FINANCIAL PLANNER® professional with over 30 years of experience helping clients with financial planning and wealth management. He also holds the Series 7, Series 31, Series 63 and Series 65 licenses. 

Prior to founding Centel in 2024, Stephen was a Senior Partner and Managing Director at Snowden Lane Partners and spent 20 years at Merrill Lynch, where he specialized in meeting the unique needs of affluent individuals and families. 

He earned his BA in Economics from Middlebury College and MBA in Finance from Sacred Heart University in Fairfield, CT. He currently lives in Killingworth, CT with his three daughters: Kayla, Kylie and Jillian.