Director of Investment Strategy
As the Director of Investment Strategy for Oster & Fischer, Stephan is primarily responsible for working in coordination with Amanda and each client to develop and implement a personalized Investment Strategy. With over 25 years as a Registered Representative and Investment Advisor, he has both a strong background as well as a passion for Economics and the Capital Markets.
Stephan began his financial services career in 1990. Prior to founding Oster & Fischer, he worked for Allmerica Financial and Porraro and Associates for 15 years where he applied his Finance degree from Georgia State University to help individuals thru the Financial Planning process. To further his education, he earned both his Chartered Financial Consultant (ChFC) from the American College and Certified Fund Specialist (CFS) designations.
To keep current on trends in the Financial Planning and Investment Industry, Stephan regularly attends industry workshops in addition to attending Quarterly Economic and Market calls from First Trust, JPMorgan and other respected economic teams.
When not working, Stephan serves his community thru volunteer efforts including Boy Scouts of America, Norcross High Foundation for Excellence, his HOA Board and other organizations. He and his wife Deanna live in the Peachtree Corners area with their two children, Max and Olivia. Max is currently attending The Citadel and studying Intelligence and Olivia attends Norcross High School. In addition to spending time with his family, Stephan enjoys tennis, golf, travel, cooking, saltwater fishing, and duck hunting.