Stefan joined Summit Wealth Group in March of 2022 as a Financial Planning Assistant. He started his work experience in mortgage and consumer lending before moving into finance as a Financial Consultant. Stefan earned his CERTIFIED FINANCIAL PLANNER® designation in 2025.
Stefan graduated from Colorado Christian University in 2019 with a Bachelor's Degree in Business Administration. During his time at the university, Stefan also was a five-year member of the collegiate basketball team.
Outside of the office, Stefan likes to remain active by playing sports and working out. He also enjoys spending time with his wife, family, and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® AND CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.