Stephen received his BS degree in Business Administration from Utah State University in 1996 and has been a financial advisor for over 20 years. He developed the Bucket Bliss Strategy and created the tools to share it with retirees. He’s been featured in numerous industry publications and on ABC, CBS, NBC, CNN, and Fox.
He specializes in retirement income planning for professionals, corporate executives and university personnel, and coaches financial advisors around the country on his income planning and practice management strategies. He’s an avid pilot and lives in a suburb of Salt Lake City, Utah, with his wife and four children.
Jacob Cazier, CFP®
Jake graduated from Utah State University with a BS in Business Finance. In 2017 Jacob began working for Stephen as an intern while he finished his degree. Jake received the CERTIFIED FINANCIAL PLANNER™ designation in 2020.
Jake has a passion for financial planning and specializes in helping small business owners prepare for retirement.
Jake lives in Plain City, Utah with his wife, Breanna with their son Baker. They are passionate Utah Jazz fans, enjoy getting out into nature, and love to travel.