At EQ Wealth Management

 

Stephen specializes in delivering wealth management services to executives and senior managers faced with complex incentive compensation packages for publicly traded and privately held companies. He has become a trusted resource for Boeing executives and managers by helping them navigate through the decisions impacting their retirement benefits and evaluating potential risk, rewards and taxation associated with Boeing’s unique incentive compensation offerings. His years of working with clients from multiple publicly traded and privately-held companies provide him diverse experiences to share and empower others.

 

 

Practice Focus

 

• Boeing Managers & Executives Benefit Analysis

• Executive Compensation Consulting

• Open Enrollment Consulting

• Retirement Planning

• Investment Management

• Investment Distribution Strategies

• Concentrated Stock Consulting

• Stock Option Strategies

• Wealth Transfer and Estate Planning

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When I Am Not at Work

 

As a husband and father of two boys and two girls, Stephen experiences a lot of variety outside of work. He and his wife have embraced the challenges of being in two or three places at one time in order to support and encourage the individuality of their four children. He has supported each child by coaching their youth sports, participating in their interests and seizing those available days to experience the beautiful Pacific Northwest. Stephen may be seen at the baseball fields, basketball courts, soccer fields, and dance competitions. He enjoys being outdoors, especially on the water; fishing his favorite spots around the Puget Sound and local rivers. Stephen is active in his church leading small group studies for adults and youth.

 

 

Previous Roles or Ventures

 

Prior to founding EQ Wealth Management in 2018, Stephen was a partner with Capital Planning LLC providing wealth management to affluent families.  Prior to Capital Planning, Stephen was with the Entrepreneurial Advisory Services department of PricewaterhouseCoopers providing integrated tax, audit, and consulting to leading corporations and business owners.

 

 

Education & Designations

 

• BA, Business Administration, Concentration: Accounting, University of Washington

• IMCA Certified Investment Management Analysis Program, Wharton Executive Education, University of Pennsylvania

• IMCA Alternative Investment Program Certificate, Wharton Executive Education, University of Pennsylvania

• Certified Public Accountant, Washington State Board of Accountancy

• CERTIFIED FINANCIAL PLANNER™ professional

• Personal Financial Specialist, American Institute of CPAs (AICPA)

• Certified Investment Management Analyst®, Investment Management Consultants Association (IMCA)

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