This month’s spotlight is on Tyler Stephens. Tyler is a Wealth Advisor. What are some of the things you like most about being a Wealth Advisor? I truly enjoy helping clients navigate their financial journey. The constantly changing environment presents opportunities to provide valuable support, and no two days are ever the same. I appreciate …
financial advisor
Staff Spotlight – Bernadette Rainear
This month’s spotlight is on Bernadette Rainear. Bernadette is a Senior Client Relationship Associate & 401(k) Program Manager. Can you explain what you do at the firm? What do you do in each key role (401(k) and Client Service) and what about it do you enjoy most? I have two primary areas of responsibility at …
Staff Spotlight – Jessie Schlanderer
This month’s spotlight is on Jessie Schlanderer. Jessie is a wealth advisor and a key member of our investment team. Can you explain your dual roles at the firm? What do you do in each key role and what about it do you enjoy most? I am both an Investment Analyst and Wealth Advisor here …
Jill Carr CPA, CFP®, CEPA®, Director of Financial Planning, Senior Wealth Advisor
We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition …
Jill Carr CPA, CFP®, CEPA®, Director of Financial Planning, Senior Wealth AdvisorRead More
2023 Best-In-State Wealth Advisors
Sherri Stephens, President of Stephens Wealth Management Group, has been named to the 2023 Forbes Best-in-State Wealth Advisors list for the sixth year in a row. Forbes recognizes advisors from national, regional, and independent firms. The full list of Best-in-State Wealth Advisors, featuring more than 7,321 advisors managing a collective $11 trillion in assets, is …
2022 Best-In-State Wealth Advisors
Sherri Stephens, President of Stephens Wealth Management Group, Recognized on Forbes 2022 Best-in-State Wealth Advisors List for the Fifth Consecutive Year Sherri Stephens, President of Stephens Wealth Management Group, has been honored once again by Forbes, earning a place on the prestigious 2022 Forbes Best-in-State Wealth Advisors list. This marks the fifth consecutive year that …
2022 Top Women Wealth Advisors
Sherri Stephens Named to Forbes 2022 List of America’s Top Women Wealth Advisors Sherri Stephens, President of Stephens Wealth Management Group, has been honored with inclusion on the prestigious 2022 Forbes list of America’s Top Women Wealth Advisors. This recognition highlights her continued excellence and leadership in the wealth management industry, as she joins a …
Your Financial Review Meeting
Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you aren’t sure how? I totally understand and was in that place myself just a few years back. Following are a …
DIY Investing
I recently heard a great analogy that aligns well with the topic of DIY investing—consider the process of changing your car’s oil. While you could learn to do it yourself and save some money, it can be messy and mistakes can happen, as my husband discovered years ago when oil dripped on his face while …
The F Words of Finance
There are a lot of F words, especially in the world of finance. Fiduciary, Finance, Financial Advisor, etc. But none of those are my favorite F word. My favorite is “Female Financial Planner”. Ha, you thought I was going to pick a different F word, didn’t you? I also like “french fries.” It can be …