Stephen is the Accounting Specialist for Armstrong Purselley Wealth Management Group and APM Tax Services. Stephen works closely with the advisors to develop tax strategies tailored to each client’s needs and help them plan for taxes in the future. Stephen began his career at a large regional accounting firm in Fort Worth and spent nine years gaining experience in their tax department. While there, he worked closely with individuals and small business owners to help minimize their tax liability. As an accountant, he has learned how important tax efficiency is in a client’s overall financial health. Stephen holds a Bachelor of Science in Accounting from Hardin-Simmons University and a Master of Science in Taxation from the University of Texas at Arlington. Born and raised in West Texas, Stephen enjoys fishing, hunting and coaching youth baseball in his spare time. He and his wife, Katie, reside in Burleson with their two boys where they are active members of First Baptist Church in Burleson.
Tax preparation/accounting services and tax consulting advice incidental to such services are offered through APM Tax Services, LLC, a separate entity from CWM, LLC and Cetera Advisor Networks LLC. Neither CWM, LLC nor Cetera Advisor Networks LLC provide tax or legal advice.