A “Perfect” day to me would be in New York City with my wife and kids, and then with just my wife without the kids!
Stephen joined the firm as a staff accountant in 1997 after having spent three years in the banking industry. In addition to his role as the Firm’s managing partner, he leads the Firm’s medical and dental practice area, while also serving other industries such as contractors, retailers, and service providers. Advising clients on a broad array of matters, including tax compliance, financial planning and advisory, and retirement planning, Stephen works closely with owners to align their personal goals with the overarching goals of the related enterprises. In addition to client work, Stephen focuses on critical firm matters such as growth, staff development, culture, and profitability.
Outside The Office
Stephen lives with his wife Jill and sons Benjamin, Andrew, and Christopher in Hamilton. In his free time, Stephen participates in his sons’ youth and church activities, volunteers with various charities on the North Shore, and serves as the Corporator of North Shore Bank. He also enjoys working in the garden and yard, reading, and spending time in Maine.
Education
- Bachelor of Arts with a major in mathematics from Hamilton College
- Master of business administration with a major in finance and accounting from New York University
Professional Affiliations
- American Institute of Certified Public Accounting
- Massachusetts Society of Certified Public Accountants
