Our Principal Wealth Adviser, Stephen on Professional Planner

TWD has been a home to talented individuals that share their expertise and success to our clients. Take our very own principal wealth adviser, Stephen Kostaleras who has been featured recently in Professional Planner.

When Stephen first became a planner, one of the struggles he faced was prove his credibility in the industry.

He used his credentials as a chartered accountant to battle this authority issue and earn for himself a spot in financial advising.

To read the full article about Stephen, click here.