I work with individuals and families who are looking for more than just financial advice — they’re seeking clarity, confidence, and a sense of direction for their life and money.
My approach is highly collaborative and values-based. I take the time to truly understand what matters most to you and then help you align your financial decisions with those values. With years of experience in the financial planning world, I’ve learned that the numbers only make sense when they support a life that feels meaningful.
My journey into financial planning wasn’t a straight line — it was a response to a deeper calling. I saw firsthand how confusing and overwhelming money can feel, even for smart, successful people. That realization led me to start Magnificent Life Financial Planning, a firm built around simplicity, honesty, and human connection. I work independently, without product sales or commissions, so every piece of advice I give is entirely in service to your goals, not anyone else’s agenda.
Outside of work, I’m a big believer in living the kind of life I help my clients design. I’m curious by nature, love meaningful conversations, and find joy in the simple things, whether it’s a quiet morning coffee or time spent outdoors. People often say I bring a calm, grounding energy to their financial lives, and I take that as the highest compliment.
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Specialties and Expertise
10
Retirement Income
Tax Preparation
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies
Succession Planning
Credit & Lending Needs
Business Ownership Strategies
Business Continuity Planning
Cryptocurrency & NFTs
Portfolio Construction
Clientele
7
Retirees
Divorcees
Surviving Spouses
Inheritors
Business Owners
Entrepreneurs
Nurses
Credentials and Designations
3
Certified Financial Planner™
Enrolled Agent
Master of Business Administration
Education
2
Grand Canyon University, Christian University in PhoenixMaster of Business AdministrationYear Obtained: 1997
Arizona State UniversityBachelor of Arts - Japanese LanguageYear Obtained: 1992
Job History
4
Teachers Tax ServiceVice President2014-2017
MetlifeFinancial Planner and Financial Service Representative2009-2014
Team in TrainingTriathlon Coach2009-2013
Rio Salado CollegeAdjunct Faculty2008-2018
Quick Facts About Stephen
Years of Experience:16 yearsMember since:2025Average Account Size:$700,000Number of clients:110
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