Stephen, a Financial Advisor with DA Davidson, provides a high-touch financial services practice for individuals, families and businesses. Stephen is well-versed in sustainable investing, otherwise known as “ESG Investing” (Environment, Society and Governance) and helps his clients establish investment portfolios that are aligned with their core values. He enjoys helping not-for-profit endowments and foundations develop and implement investment policies that are aligned with their vision and long-term goals. Prior to his work as a Financial Advisor, Stephen was a Principal with the KPS Consulting Group, comprised of industry leaders in sustainability, social responsibility and public affairs.
Stephen has actively volunteered throughout his career, enjoying his current posts as treasurer and board member of The Ojai Foundation and commissioner on the City of Santa Barbara’s Harbor Commission. Recognized as a community leader, he has served on numerous boards of directors, commissions and committees in the non-profit and public sectors. Stephen holds a bachelor’s degree in linguistics from UC San Diego and a master’s degree from Indiana University’s School of Public and Environmental Affairs. Stephen and his wife Kerry, an emergency room nurse, live in Santa Barbara, CA with their two children.