A team dedicated to your financial independence
Stephen focuses on goal planning, and portfolio construction and analysis. He enjoys providing a positive experience and implementing investment strategies designed to help clients achieve their financial goals.
As a Certified Financial Planner™ practitioner, Stephen customizes comprehensive financial plans for each client to prepare them for the significant life events in their future. In addition to financial planning, his areas of expertise include investment planning, tax strategies and estate planning.
Before joining NewDay Solutions, Stephen was a paraplanner at Thomas & Associates in Hampton, and an accounting clerk at Norton Insurance and Financial in Cumberland, Maine. He earned a bachelor’s degree in finance and accounting from Saint Joseph’s College in Maine.
Originally from South Bristol, Maine, Stephen lives in Lee, New Hampshire, with his wife, Ashley. In his free time, he enjoys golf, running, basketball, kayaking, fishing and hiking.
CFP® | Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.