Stephen Stewart, DBA candidate, MBA, MPA, EA, CLU®, ChFC®, ChSNC®

Founder & CEO

Stephen has over 30 years of experience in financial and tax fields. He previously served as Tax Auditor for the State of Florida (Department of Revenue) and a Medicaid Compliance Liaison for the State of New York (Office for People with Developmental Disabilities), giving him unique insights into taxation and special needs planning. His extensive credentials, combined with his financial dedication to client success, make him a trusted advisor.

Amelia McKenzie, AS Paralegal Studies

Office manager

With a background in paralegal studies, Amelia brings a high level of organizational skill and attention to detail to the team. As our office manager, she ensures the firm operates smoothly and provides exceptional support to our clients throughout their planning process.