Stephen joined SIMA Financial Group in 2016 and brings to the organization 40 years of experience in both corporate environment and public accounting. He has spent the last 25 years working with small to medium size businesses by providing accounting, tax and consulting services.
A graduate of Virginia Commonwealth University with a bachelor’s degree in accounting and a master’s in business administration, Stephen uses his accounting, tax and analytical skills to educate clients on how their financial decisions impact the growth of their business, and providing sound, unbiased counsel to help clients make the financial and tax decisions that bring about the best outcomes.
Stephen is a certified public accountant (CPA), regulated by the Virginia state board of accountancy, certified valuation analyst (CVA) and a chartered global management accountant (CGMA). He is a member of the American Institute of Certified Public Accountants, Virginia Society of CPA’s and National Association of Valuation Analysts.
As a member of the AICPA and NCVA, he is held to a rigorous code of professional conduct that requires members to act with integrity, objectivity, due care, and competence while disclosing any conflicts of interest, commission or referral fees, serving public interest, and maintaining client confidentiality.
Stephen is active in the non-profit community and serves on several boards and committees.