As an experienced guide in the financial jungle, I enjoy working with other advisors to customize a complete planning solution, that identifies both the benefits and the risks of our client’s options."
About Stephen
Steve has more than 40 years of experience assisting small businesses and high-net-worth clients with a variety of tax planning, trusts and estates, accounting, and consulting issues. As he transitions into retirement, he continues to be an important member of the BLS Leadership Team. Steve approaches his clients’ current and future needs and goals, with an emphasis on quality to provide a personalized solution. In addition, he focuses on being available to assist them throughout the year – not just during tax season. He is a valued trusted advisor to both clients and peers.
Areas of Specialization
Tax Services Business Tax Advisory Services Family Owned Businesses High Net Worth
Professional Memberships & Recognition
- American Institute of Certified Public Accountants
- Delaware Society of Certified Public Accountants
- Recognized as a 2012 SmartCPA in Philadelphia SmartCEO Magazine
- Recognized multiple years as a Delaware FIVE STAR Wealth Manager/Accounting Professional
Boards & Committees
- State of Delaware Board of Pensions – Audit Committee Member
- Delaware CarePlan, Inc. – Executive Vice President
- Caesar Rodney Rotary Club
- 4H Instructor
- Lifehouse Church, Middletown Delaware – Affiliated