Client Liaison / Portfolio Specialist
Stephen joined the financial industry in 2004 and currently serves as a Client Liaison and Portfolio Specialist. He was raised in San Antonio and attended Central Catholic High School and the University of the Incarnate Word. Stephen helps with our trading & portfolio management. He also handles investment operations including new accounts, transfers, etc. Stephen is married to VP Amy Calderon and they have 2 beautiful daughters, Aubrey and Natalie. In his free time, he enjoys coaching the girls' sports teams, volunteering at Central Catholic and his daughters schools, as well as hunting and fishing at the Texas coast and his familys' ranch.