BMO Family Office
Regional Leader Wealth Planning
Stephen provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Private Bank in 2014 with over 19 years of experience in the financial services industry.
Stephen earned his BA from the University of Wisconsin – Madison, WI and earned his JD from the University of Wisconsin Law School. He also is a CERTIFIED FINANCIAL PLANNER™ practitioner.