Chief Operations Officer/ Retirement Planner
Stephen is an integral part of what makes this business so efficent. Stephen is Wesley's son and has been with the business for three years. He is currently licensed for life insurance and medicare, and is studying for his Series 65 Securities Law Examination. He is also the office manager and coordinator for all the classes and events that Monti and Wesley hold. Stephen believes in educating people about all the choices that are available to achieve a positive financial future.
When Stephen is not working you can find him playing disc golf or hiking. He is a resident of Greensboro and a long time North Carolinian.