Stephen is a proud veteran who served from Washington to Afghanistan. We are equally proud of the big heart he brings to Abacus.
“I was looking for the perfect fit and found it at Abacus. Social work and teaching are two of my passions. Financial advising is another. I wanted to combine all of three of those skill sets in one job. And, to be even more specific, I wanted that job to be in a fee-only company. Voilà! Here I am.”
You might get the idea that Stephen is a bit of a Renaissance man. And right you are. Father of five. Foster parent. Church leader. Runner. Hiker. Seasoned leader. Celebrator of quirkiness (good thing). In short, he’s living a life that deserves a salute.
- B.A. in History, cum Laude, Presbyterian College — Minor in Music
Leadership & Community
- Financial Planning Association Member
- National Association of Personal Financial Advisors (NAPFA) Member
- Riverside Community Church Finance Deacon 2023 - present
Insights
- Insurance Market Issues – Interview with Mike Switzer on SC Business Review
- Tax Planning Across Generations
- Capitalizing on the 0% Capital Gains Tax Rate: Interview with Mike Switzer on SC Business Review
- Tax-Savvy Giving: Bunching Charitable Contributions
- Qualified Charitable Distributions: Savvy Charitable Gifts