Stephen leverages his decades of experience to guide clients through the accumulation and distribution phases of retirement.
Stephen has had a passion for finance for most of his adult life. By 19 he was a branch manager at a local bank, and in less than 10 years he had graduated to handling both life insurance and securities for a multitude of clients. With more than four decades of experience and his signature boot-strap mentality, Stephen works tirelessly to ensure each client feels secure and confident for the entirety of their time at Cornerstone Wealth Advisors, LLC. In addition to helping clients feel assured, Stephen also focuses on identifying potential mistakes before clients make them.
Stephen has passed the Series 6, 7, 24, 63 and 65 securities exams and holds insurance licenses in the states of Virginia and North Carolina. He was also a part of the Million Dollar Round Table from 1981 to 1993.
In his free time, Stephen enjoys spending time with his wife, five children and 12 grandchildren. He also loves to watch baseball, basketball and football. Charity is also important to Stephen. He regularly volunteers for The MaDee Project, a nonprofit organization for pediatric cancer patients.