Stephan has been an integral part of the team for over 13 years, bringing a mix of care, precision, and heart to everything he does.

Stephan has played a key role in building and shaping the client experience we’re so proud of today. Known for his sharp eye and thoughtful follow-through, Stephan is always a few steps ahead—anticipating needs, remembering the little things, and finding new ways to make the client experience smoother and more meaningful.

As a financial planner, he has a strong focus on tax-efficient planning, ensuring that each strategy not only supports long-term goals but also maximizes value for clients today.

When he’s not working, Stephan enjoys spending time with his family and is usually on the move—chasing after his son Ollie, who’s busy discovering everything for the first time! He also loves long walks with his dog Murphy and rarely misses a soccer match. A true sports superfan, he knows stats, scores, and player histories like the back of his hand.

Stephan is known around the office for his sharp style, adventurous food picks, and an unmistakable love for the colour orange. He brings heart, hustle, and just the right pop of colour to everything he does.

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