Stephen joined Rothschild Wealth Partners in 2022. He works closely with our advisors on creating and implementing financial plans.
He graduated from the University of Georgia with a degree in Financial Planning. Additionally, Stephen’s background comes from working with high-net-worth households implementing investment and tax minimization strategies.
In his free time Stephen enjoys golfing, skiing, playing hockey, trying new restaurants in Chicago, and spending time with friends and family.
We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.
Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners.
Independence. Security. Trust. It’s why we want to work for you.
We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.
Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.