- EA (Enrolled Agent): Stephen's expertise in tax matters ensures that families receive precise guidance on tax-efficient strategies, maximizing benefits and minimizing liabilities, which is critical when managing trusts, settlements, and ABLE accounts.
- AFC (Accredited Financial Counselor): This credential highlights Stephen's skill in personalized financial counseling, helping families develop practical budgeting, saving, and spending plans that align with Medicaid and SSI requirements, ensuring funds are managed responsibly without jeopardizing benefits.
- ChSNC (Certified Special Needs Consultant): This specialized certification equips Stephen with in-depth knowledge of special needs planning, including trust administration, benefit preservation, and advocacy, allowing him to provide culturally resonant and technically sound advice tailored to the unique challenges faced by neurodiverse families.
His leadership ensures that every solution is both technically rigorous and culturally resonant, reflecting a commitment to empowerment and inclusion.
Stephen's extensive experience includes designing programmatic frameworks for community revitalization, integrating motivational themes into financial literacy, and pioneering special needs financial wellness programs. His work bridges technical mastery with cultural inspiration, driving systemic reform and generational impact.