Prior to moving to the San Francisco Bay area in 2009, Stephen lived in the Tampa Bay Area. He enjoys skiing internationally with his family and enjoys watching the Carolina Panthers. Stephen is passionate about health and exercise, spending his time practicing Krav Maga and body building.
As Chief Strategist at Veraz Insurance Solutions, Stephen leads firm initiatives and is responsible for client case design centered around risk mitigation and advanced tax strategies. He is a member of Ed Slott’s IRA Elite Advisory Group, an advanced planning group made up of financial advisors, CPAs, estate planning attorneys, and insurance agents led by Ed Slott.
With over 2 decades of experience in risk mitigation, finance and real estate investing, he has co-founded 3 successful businesses, giving him insight into advanced planning strategies for business owners. Leading a team of six regional managers and over 140 agents, Stephen was instrumental in growing a real estate brokerage he helped to acquire to become listed as one the 500 largest firms in the United States as cited by RealTrends magazine.
Stephen is passionate about helping individuals, families, and businesses to achieve their financial goals. In 2011, Stephen led the initiative to launch a financial services business that eventually became Veraz Insurance Solutions.