Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Our Financial Advisors

Our financial advisory team revels in using their breadth of experience and ongoing education to tailor their recommendations specifically to your needs.

Sheryl Stephens

President, SWMG
Financial Advisor, RJFS

Jason Guenther

CERTIFIED FINANCIAL PLANNER™

Jill Carr

CPA, CERTIFIED FINANCIAL PLANNER™

Tyler Stephens

Financial Advisor

Victoria 'Tori' Boswell

CIMA®

Our Client Service & Operations Team

Our talented and adept Service & Operations Team delivers exceptional responsiveness, accessibility, and follow-through.

MaryAnn White

Registered Client Service Representative

Kari Harber

Registered Client Service Representative

Jennie Bauder

Client Service Representative

Alice Marie Wagener

Client Service Representative

Kimberly Waldman

Business Manager

Chandler Fish

Executive Assistant

Stan Seybold

Marketing Manager

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group financial advisors 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 of 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. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure

Links are being provided for information purposes only. Stephens Wealth Management Group, Inc., is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Stephens Wealth Management Group, Inc., is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.