Stephen joined the team in 2011 to assist the clients of Martin & Company with their financial planning and portfolio management needs. He graduated with a degree in finance from the Master’s College here in Santa Clarita and holds a Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam) securities license through his affiliation with HD Vest. Stephen is in charge of due diligence and research for investment portfolios and handles the service and maintenance of our client accounts.
In his spare time, Stephen enjoys golfing, snowboarding, traveling, and other outdoor activities.