Stephen is the Founder and President of Orbis Strategic Wealth, a holistic financial planning firm, where he has been providing income strategies to families nearing or in retirement for over 30 years. He holds an accounting degree from Bentley University and an MBA and master's degree in Financial Services. He holds the following designations, Chartered Financial Consultant® and a Certified Financial Fiduciary® (CFF).
Stephen is a former college professor and formerly provided financial literacy to students in the Jr. Achievement Program. He is the co-author of the book Tax-Free Money for Long Term Care and has published various articles on personal finance.
He was chosen for by The Dementia Society of America to educate and help financially prepare families for the road ahead.
He is a member of Ed Slott’s Elite IRA Advisor Group℠, an organization of financial professionals who are committed to the study and mastery of IRA planning. As a member, Stephen has participated in numerous training workshops on individual retirement accounts.
Stephen likes to spend his free time with his grandchildren, shooting on the range or watching New England Patriots football games. He has also been known to dabble in the kitchen a bit.
Ed Slott's Elite IRA Advisor Group℠, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Prosperity Capital Advisors.
Cheryl joined the firm in 2014 with an extensive background in management and marketing. Cheryl holds licenses in life, health and annuity insurance. She is responsible for all office operations and plans all activities, including educational workshops and client events. She brings care and compassion while providing professional customer service.
In her free time, Cheryl enjoys spending time with her husband, Kevin and their two pups, Brutus and Pepe. She loves to garden and cook using fresh local ingredients. She is the proud mom of two children and "Nina" to three beautiful grandchildren. In the summer, you can find Cheryl and Kevin at their favorite place, the ocean on Cape Cod.
Brutus' main responsibility in the firm is to sleep. When he's not sleeping, he will be happy to greet our clients and keep them busy by giving him attention.
He also likes to be fed treats and go for walks. Brutus loves everyone and is all too happy to meet new and current clients at the door.
Opie is always open for a treat or two. When he’s not napping in Steve’s office you can find him protecting the office.