Stephen joined Lake Michigan Investment Services and LPL after beginning his financial career with Raymond James and Associates.
"Lake Michigan Investment Services provides a unique opportunity within the investment field. While most firms are focused primarily on profit, we are able to provide a 100% service focus and concentrate on the member and what is best for them. Many times we determine that there is no investment need and we can help them in other ways. To me this is the most important aspect of what we can do. Lake Michigan Investment Services not only supports this strategy, they encourage it."
Stephen holds his Series 7 and 66 registrations through LPL Financial and is life and health certified. He attended the University of Michigan and the WMU Haworth School of Business.
Stephen and his wife Melissa enjoy spending time with their two children, Alex and Andy. Stephen is also involved with coaching and various community activities.