Stephen Nelson, CFP®
- Financial planning
- Investment management
- High-net worth families and individuals
- Business owners
- Certified Financial Planner®
Stephen joined the firm in 2016 to assist individuals, families, and businesses plan for their financial future through prudent and values-based advice. Trust, stewardship, integrity and excellent service are the bedrock of every interaction with his clients. His experience prior to joining the firm includes investment management, financial planning and advising. He aims to educate, serve and strategize for meeting clients’ financial objectives while always upholding a fiduciary standard.
Stephen holds the Certified Financial Planner® accreditation and graduated from Southern Methodist University with a Bachelor of Business Administration in finance and a Master of Science in finance.