Stephen grew up in North East Texas and graduated from Texas A&M University in 1992 with a bachelor’s degree in Economics. He began his career in banking in the Dallas/Fort Worth area, before transitioning to a management position in manufacturing, serving the Texas and Louisiana markets. In 2004, Stephen decided to pursue his true passion and became a financial advisor.
Stephen’s team is one of twelve teams at Baird holding the Senior QPCG title. The Baird Senior QPC Group specializes in the management, design and maintenance of qualified and non-qualified retirement plans. This group was launched in 2008 with the purpose of providing qualified plan clients with the most credentialed, knowledgeable and qualified advisors in the industry. For over a decade, he has focused on growing the AGC SWC 401(k) plan, which now includes over 120 corporate plans across the Southwest with over 9,000 participants.
Stephen lives in Pearland with his wife, Rachel. He enjoys most anything outdoors and is an avid Houston Astros fan. His older son, Carson, recently graduated from Stephen F. Austin State University; his younger son, Tanner, attends Trinity University. Stephen is active in the community, including having served as Finance Chairman at his church and Finance Chair of the Pearland High School Cross Country Booster Club.