Stephen T. Hart, CFP® has been with Talis Advisors since March 2015. His role as Director of Financial Planning allows him to assist clients in identifying the best possible solutions for their needs and opportunities. He has a desire for providing exceptional customer service, while maintaining a clear focus on the unique goals of each individual. Stephen is a member of the firm’s Investment Committee.
Stephen began his career in the financial services industry in 2011 with GuideStone Financial Resources. He soon realized he had a desire to work with clients on an individual basis, and in 2014, he began working towards obtaining the CERTIFIED FINANCIAL PLANNER™ designation. In April 2015, he completed all requirements for use of the CFP® marks.
Stephen holds a B.B.A. and M.B.A. from Baylor University and completed his CFP® coursework at Southern Methodist University. He is an avid follower of all things Baylor and enjoys regular attendance to Baylor Football games. Stephen and his wife, Rachel, have one daughter and are active members of The Heights Baptist Church in Richardson, TX. They currently live in Plano with their dog, Jazmine.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.