- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
As Managing Wealth Advisor, Stephen leads a team of seasoned professionals working across the Phoenix Region to promote growth initiatives and provide expertise on complex advisory matters. Stephen is currently an adjunct professor at Arizona State University in the W.P. Carey School of Business and at Grand Canyon University in the Colangelo College of Business.
Experience
Prior to his current role, Stephen’s principal responsibility was leading a multi-disciplinary team offering holistic wealth management services to Northern’s clients. Before joining Northern in 2011, Stephen served as Senior Vice President at Wells Fargo Private Bank in Los Angeles. Stephen retired from the Navy with a rank of Commander after 23 years of combined active and reserve service.
Community Involvement
Stephen serves as the chairperson for the Arizona Community Foundation Professional Advisory Board.
Joined Northern Trust
2011
Education
He completed his undergraduate education at The University of South Carolina. Additionally, he graduated from Wake Forest University School of Law. He also holds a LL.M. in Tax from The University of San Diego School of Law.
Credentials
Stephen is a member of the North Carolina Bar and was formerly licensed as a Registered Representative.
Phoenix
Cash Services Available | ATM Outside*
2398 East Camelback Road
Suite 1100
Phoenix, Arizona 85016