Stephen started his professional career in sales and customer service with the intent to learn the art providing great customer service. During his professional career, he was recruited to join one of the nation’s top management trainee programs in the service industry where he was fortunate to develop into one of their top managers.  Within this role, one of the biggest lessons Stephen learned was, ‘Take care of your employees and customers and the rest will follow.’

In early 2020, Stephen embarked on his dream of becoming an accountant and joined one of the nation’s top investment consulting firms doing financial analysis, financial reporting, and tax. After ten years in the corporate environment, Stephen opened his own CPA practice dedicated to excellent client service to individuals and small businesses.

Stephen received a Bachelor of Science in accounting from the University of North Carolina - Greensboro, a Master of Business Administration from Western Governors University, and a licensed Certificate Public Accountant.