Stephen works closely with our advisors on creating and implementing financial plans.
He graduated from the University of Georgia with a degree in Financial Planning. Additionally, Stephen’s background comes from working with high-net-worth households implementing investment and tax minimization strategies.
In his free time Stephen enjoys golfing, skiing, playing hockey, trying new restaurants in Chicago, and spending time with friends and family.
We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.
Live your best financial life with the help of a true independent fiduciary like Rothschild Financial Partners.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
