Stephen was born and raised in the eastern part of Raleigh. He grew up spending time with his Papa on trips related to his sawmill business. While visiting with his Papa’s colleagues, Stephen developed a passion for being in the outdoors. Stephen’s hobbies include fishing, hunting, and conservation activities. During his time at East Wake High School, Stephen served as the Vice President of his FFA chapter and became further intrigued in a career field related to forestry and wood products.
Stephen decided to attend NC State University to study a major in sustainable materials with a minor in forestry. As part of his college experience, Stephen served as the President of the NC State Basspack Fishing Club and formed friendships that would last for a lifetime. During his time on campus, he found that the career paths ahead of him with his current major focused more on changing the environment rather than direct impacts on individual families. By having conversations with his Papa and Dad, Stephen began to learn about financial struggles that once were part of their past. Seeing a need for financial planning opened Stephen’s eyes to a career dedicated to helping people plan for their own financial future. Stephen switched his major to economics with a minor in accounting and began to explore new career opportunities.
In 2022 Stephen joined the Oakbridge team as an intern, where he began to learn how he could be a resource to help families and businesses accomplish their financial goals. Working with Oakbridge Financial Group was the highlight of Stephen’s education and solidified his new career aspirations to become a financial advisor. After completing his licenses and graduating NC State in 2023, Stephen would return to work alongside the Oakbridge Financial Group team as an advisor with Equitable Advisors. Stephen made his partnership with Oakbridge Financial Group official in 2026 as he continues to work with those planning for retirement, making major purchase decisions, or seeking to protect their wealth and loved ones.
Stephen has once again decided to serve as a leader and is currently building a team of advisors to help more clients reach their goals. Stephen serves clients from the Outer Banks of North Carolina all the way to the west shores of California.
CA Insurance License # 4432368