Stephen joined the Wray Trollinger Bolton Edwards & Shore Group in January 2018. After growing up in Asheville, NC, Stephen graduated with a degree in Economics and Entrepreneurship from Wake Forest University in 2010; Stephen worked in campus ministry in Dallas, TX for three years before spending five years in development for his alma mater, a highlight of which was graduating from Leadership Winston Salem in 2017. Stephen was named a Triad Business Journal 40 Under 40 Award Winner in January 2025. Stephen and wife McKenzie along with children Griffin and Rose love Winston Salem, their community at Redeemer Church, and time spent with family and friends, particularly when it comes to building organizations and opportunities to help others flourish. Stephen loves helping clients problem solve personal finance dreams and challenges through a behavioral coaching lens.