For nearly 15 years, Stephen has dedicated his career to delivering exceptional audit and advisory services tailored to meet the needs of financial institutions.

Stephen serves as a year-round trusted advisor for many financial institutions, leveraging his valuable insight gained from leading opinion audits, current expected credit losses (CECL) validations, accounting implementation projects and internal audits. Collaborating with clients, he carefully addresses concerns, provides valuable recommendations, and executes a thorough and efficient engagement. A highly technical professional, Stephen specializes in interpreting and advising his clients on critical accounting standards updates. Since the inception of the CECL model, he has worked alongside institutions to help take them from concept to implementation. Now post-implementation, he diligently performs independent validations of CECL models and evaluates the internal controls surrounding its processes.

A nationally recognized speaker and author, Stephen is often called on by technical and industry associations. His commitment to delivering valuable financial guidance makes him an invaluable asset to his clients in their pursuit of financial clarity.