Stephan joined Atticus Wealth Management in January of 2021. Before joining Atticus, Stephan worked as Financial Planner for Castle Wealth Management.

As a Certified Financial Planner™, Stephan assesses client needs through comprehensive financial planning and implementing strategies to achieve client goals. He works with clients to prepare financial plans, retirement plans, investment management, college saving, cash flow analysis, and insurance reviews. Stephan also assists with portfolio management and is a member of Atticus Wealth Management’s Investment Committee.

After playing rugby through high school and college, Stephan now serves as an assistant coach for the Boynton Beach U19 rugby club.

Stephan resides in Boynton Beach with his wife, Melanie, and their son, Holden.