Stephen is an Advisory Associate at HB Wealth, where he collaborates with firm Wealth Advisors to develop comprehensive financial strategies tailored to each client’s unique goals. With a strong foundation in accounting and a passion for helping families gain confidence in their financial decisions, Stephen brings both technical expertise and a client-first mindset to his work.
Before joining HB Wealth in January 2024, Stephen worked in the audit practice at Frazier & Deeter, LLC. There, he led audit engagements across various industries, guided junior staff, and ensured compliance with professional standards. His ability to analyze complex financial data and identify opportunities for improved reporting and internal controls helped clients strengthen their financial operations.
Stephen holds both the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He earned his B.B.A. and Master of Accountancy from Georgia College and State University.
A proud Georgia Bulldogs fan, Stephen lives in Roswell with his wife. Outside of work, he enjoys traveling, hunting, golfing, and spending time with family and friends.