CFP®, CFS, CLTC
Stefan joined Lenox as Managing Director after eleven years with Cowan Financial Group where he specialized in asset management, insurance and estate planning.
Stefan’s professional designations include Certified in Long Term Care (CLTC), Certified Fund Specialist (CFS), and he is a Certified Financial Planner (CFP®) certificant.
He graduated from Cornell University in Ithaca, NY and was captain of the men’s soccer team. Stefan continues to stay active with the Cornell Soccer program and is a current member of the Alumni Executive Committee.
California Insurance License: 0C38434