Stephen’s experience in the investment, banking and wealth management industries guide the 360-degree financial perspective he brings to clients today. Prior to joining Cadent Capital Advisors, Stephen spent 14 years with Merrill Lynch– after working at New York Life Insurance and Raymond James Financial at Stillwater National Bank.
Stephen holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and the Chartered Life Underwriter® (CLU®) designation from The American College of Financial Services. A lifelong resident of the Oklahoma City area, Stephen earned a Bachelor’s of Science degree from the University of Central Oklahoma. He and his wife, Myra, live in Edmond with their son and daughter. Among Stephen’s passions are family road trips, being a big fan of college football and the OKC Thunder – and playing golf (although, he admits he’s “not very good”). Stephen is also a dedicated community volunteer, participating in numerous charity events throughout the year.