As collaborative partners to you, our financial advisors provide tailored guidance and a highly personalized standard of care to individuals, families, and businesses in all stages of life.
When you choose to partner with Stephens Wealth Management Group, you are giving yourself the gift of a close relationship with a personal financial advisor, backed by the vast, diverse talents and skills of our entire team.
Sherri began her career more than forty years ago as an intern at the practice and became president in 1994. Since that time, she has developed a trusted team, quadrupled the size of the practice, and become nationally recognized as a leading woman in her profession.
Read Sheryl Stephens' full bio...
With more than two decades of experience, Jason works best with clients in need of comprehensive wealth management solutions. He oversees our investment management department and leads our Investment Committee.
Read Jason Guenthers' full bio...
Jill is passionate about being a financial advisor and strives to continually find new ways to exceed clients' expectations through her depth of knowledge in taxes, estate planning, and personal finance. She also is a key contributor to our blogs and podcasts, aimed at newer investors.
Read Jill Carrs' full bio...
Tyler is a Wealth Advisor with nearly ten years of experience in the industry. He is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years. He is currently working towards his CERTIFIED FINANCIAL PLANER™ certificate.
Read Tyler Stephens' full bio...
Jessie is a Wealth Advisor and Portfolio Implementation Lead. With her strong mathematical and analytical background, she oversees trading and portfolio review as a key member of our investment team.
Read Jessie Stirlings' full bio...
With more than two decades in the financial services industry and nearly ten years as a Wealth Advisor, Tori serves as an important part of the Stephens Wealth Management Team. She runs the Tampa, FL office and works with clients across the United States.
Read Tori Boswells' full bio...
We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.
5206 Gateway Centre, Suite 300
Flint, MI 48507
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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