Stephen is a Partner of Continuum Tax Advisors, LLC. Stephen joined the firm in 2015 with over 12 years of experience in the financial planning industry providing investment, tax and estate planning services to high net worth individuals and their families. Stephen is a licensed CPA in the state of New York and a current member of the New York State Society of CPAs. Stephen also holds a Series 65 securities license and is a member of the Northeastern New York chapter of the Financial Planning Association. He received a BBA in Accounting from Siena College in Loudonville, New York. Stephen serves on the Board of Directors of the Franklin Community Center in Saratoga Springs.