Get to know Stephen Joseph


Stephen Joseph

Cash Flow Strategist/Operations Specialist


Stephen leverages his 17 years of experience in customer service to help him address clients’ specific needs.

Stephen helps individuals and business owners build an independent future by gaining an understanding of their financial situation and providing tailored strategies to help them realize their vision for the future.

Stephen resides in Crestwood, Missouri, with his wife, Emily, and their son, Rory. In his free time, Stephen likes to play golf, softball and hockey and spend time with family. Stephen is a board member of Hope for Young Adults with Cancer and is a member of Crestwood-Sunset Hills Chamber of Commerce.