As a Managing Partner at Greenline Wealth Management, Stephen specializes in helping business owners establish and optimize their corporate retirement plans and benefits packages. With over a decade of experience, his experience working with multiple companies has taught him that behind every corporate retirement plan is a business owner who genuinely cares about their employees' futures — and that shared commitment to taking care of people is what drives his passion for this work every day.
Stephen's journey into retirement plan consulting began with selling qualified retirement plans to corporations, which gave him invaluable insight into the challenges business owners face when trying to balance fiduciary responsibilities with practical business needs. What he discovered is that the best retirement plans aren't just about compliance or cost management — they're about creating real value for employees while supporting the company's broader goals. As an investment advisor representative and Chartered Retirement Plans Specialist®, Stephen has built his expertise around understanding these complex dynamics and finding solutions that work for everyone involved.
Stephen's approach with every client is rooted in a simple principle: to treat their financial goals with the same care and attention he would give his own investments. That means always listening to concerns, sharing all material information about investments and their risks, and putting clients' interests first — always. He believes business owners deserve a partner who understands both the technical complexities of ERISA regulations and the human side of why these decisions matter so much. When employees feel confident about their retirement security, it creates a stronger, more committed workforce.
Stephen earned his Bachelor of Science in Entrepreneurship & Marketing from Saint Joseph's University in Philadelphia, where he was actively involved in club lacrosse, the Entrepreneur Club, and the Business Learning Community. Those experiences taught him the importance of teamwork, strategic thinking, and building meaningful relationships — skills that serve him well when helping business owners navigate the complexities of corporate benefits. His ongoing membership in the College for Financial Planning keeps him current on industry developments and best practices.
When he's not working with clients, Stephen is passionate about spending time with friends and family, traveling to new places, and staying active in his community. These experiences remind him why financial security matters so much — it's about having the freedom to invest in relationships, explore new opportunities, and contribute to causes that matter to you. Whether he's helping a business owner design their first 401(k) plan or reviewing an existing program for improvements, Stephen is motivated by the knowledge that your work together can make a real difference in the lives of your employees and their families.