Stephen leads the Central Ohio market but extends his expertise to business owners nationwide to navigate pivotal financial decisions, ensuring their vision and values drive every step. With over 15 years of experience—including roles as a contract attorney, wealth advisor, and financial strategist—Stephen brings a unique blend of legal, financial, and transactional expertise to the table.

At Lazear, Stephen educates and guides middle-market business owners through ESOP transactions, helping them structure deals that maximize wealth, preserve culture, and empower employees. Whether advising on tax-efficient structuring, financing, or the long-term impact of an ownership transition, Stephen engages with curiosity, insight, and authenticity.

Before joining Lazear, Stephen built a successful financial services practice, working closely with business owners for more than a decade. His earlier career included serving as an assistant district attorney leading criminal jury trials, followed by an in-house counsel role at a Fortune 500 design and build company, where he negotiated complex contracts.

A Marietta native, Stephen now calls Old Worthington home, where he and his wife are raising four active kids. When he’s not helping business owners plan for the future, you’ll find him coaching baseball and basketball—or spectating at an uncommon number of youth soccer games.

Thinking about the next chapter for your business? Let’s craft a succession strategy that protects what you’ve built and fuels what’s next. Connect with Stephen today.