Stephen’s main area of focus is corporate tax planning and reorganization strategies for small to mid-sized privately held companies. Stephen works closely with his clients to find out what is important to them, what their…
Browsing Category 2025 Speakers
Jeff Macoun
Jeff Macoun is a passionate community leader and a trusted, collaborative business advisor. He views each day as an opportunity to connect, be curious, learn from others and give back. Whether he’s lending a hand…
Patrick B. Murphy, CFP, CLU
Patrick always brings positivity to every situation! His upbeat attitude, boundless energy, and infectious laugh create an atmosphere of ease for everyone around him. This sense of calm naturally draws people to Pat and Secura…
Tami Romanchuk, CFP, CLU
Tami has been developing her extensive career in the financial services industry since 2003. She has taken on a variety of roles including associate, advisor, and insurance sales director at the corporate level, winning a…