101 Town Center Drive
Suite 111, 07059
(908) 769-4333 x115
STEPHEN C. LOCKER, CFP®
Chief Executive Officer
Stephen has been working with clients and advisors to pursue their financial goals since 1991. After being one of the youngest Managers at a large, nationwide financial firm he ventured out to the independent world and was one of the founding partners of Beacon Financial Group. He was an integral part of helping start the firm in 1996 and was named CEO in 2010. He is passionate about educating clients to help them make the best financial decisions and is a student of the business whereby he stays on top of changes that can positively or negatively impact his clients. Steve is a CFP® (CERTIFIED FINANCIAL PLANNER™), and specializes in overall financial planning for many clients who are just starting out on their financial journey as well as those who are enjoying the fruits of their labor after a successful career.
Stephen has an in-depth knowledge of the small business owner market and has numerous clients that he guides to help make decisions regarding the intricacies of their respective businesses. He prides himself on the organic growth of his business through the multiple referrals his clients have entrusted him with. Steve understands the need and importance for inter-generational family planning and has made a push to work with parents and children within the same family to ensure a smooth transition in the event of unexpected events.
Stephen is the proud Patriarch of his wonderful blended family. He lives in Basking Ridge with Michelle, her son and daughter and his three sons, Ethan, Brett and Jonathan. The oldest two boys are studying business and playing lacrosse in college. His youngest son is a Freshman at Bridgewater-Raritan High school.
“Planning is bringing the future into the present so you can do something about it now.” - Alan Lakein
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