With nearly 20 years of experience as an Investment Advisor, Stephen values helping clients navigate all stages of their financial life. Recognizing that everyone’s financial situation is different, he works directly with his clients to develop a financial plan and strategy to meet their long term goals and objectives. He has extensive experience working with clients who are in all phases of their investing career.
Prior to joining Perigon, Stephen worked at Fisher Investments for 18-years. During his time there he worked with high and ultra-high networth clients, helping them navigate markets and optimize their financial well being.
Stephen lives in the East Bay with his wife and two young children. Stephen attended Southern Methodist University where he was a member of their golf team and has competed at the highest level of amateur golf.