Stephen is a Client Specialist and the newest member of The Strong Group. He began his career at Baird in 2022 as a Private Wealth Management Summer Intern, where he assisted Baird professionals with various operational tasks while gaining a foundational understanding of the industry. He continued his internship part-time during the following school year, and recently transitioned into a full-time role with the team. Stephen’s responsibilities include providing support to the team’s Family Wealth Advisors, facilitating communication with clients, and fulfilling client requests. He holds the FINRA SIE, Series 7 & Series 66 Licenses, and is a Wealth Management Certified Professional®.
Stephen is originally from the San Francisco Bay Area and moved to Seattle in 2019 to pursue undergraduate studies at the University of Washington where he earned a B.A. in Business Administration with a focus in finance. Stephen is an avid golfer who loves travelling to various courses around the Pacific Northwest. When he’s not on the links, Stephen enjoys playing basketball and spending time outdoors with family and friends.