Steven Stone, CPA, PFS, CFP has been a proud resident of Howard County, Texas for over 60 years. He earned his BBA in Accounting from the University of Texas Permian Basin after attending Howard College in Big Spring, Texas. Steven is deeply committed to upholding the West Texas values of honesty, integrity, and hard work.
A licensed Certified Public Accountant since 1982, Steven is also a Certified Financial Planner practitioner and holds the Personal Financial Specialist (PFS) designation from the American Institute of CPAs. He has maintained an insurance license since 1993.
Since 1980, Steven has been providing investment services, guided by the belief that tax-smart investing and wealth management can create lasting, multi-generational wealth for families. Steven and his wife, Jo, have one daughter and two grandsons. Outside of work, he enjoys golf and tackling challenging crossword puzzles.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.