Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Stephen joined NEXT Financial in 2009, bringing 29 years of experience in finance and accounting with the last 20 years working as an investment professional.  He has developed relationships with numerous non-profit organizations and small businesses to assist in retirement planning based on each individual’s needs. Stephen’s mission is to provide personal retirement and insurance planning to his clients by analyzing, developing, and implementing their financial plans.  His focus will be on investments, retirement and college planning as well as life, disability and long term care insurance. Stephen holds a BS in Economics-Finance from Bentley University and an MBA from Suffolk University.  Stephen recently passed the CFF exam and is now a Certified Financial Fiduciary and a member of the NACFF.