Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Our Wealth 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
Wealth Advisor

Jason Guenther

CFP®
Chief Investment Officer
Wealth Advisor

Jill Carr

CPA, CFP®
Wealth Advisor

Tyler Stephens

Wealth Advisor

Victoria 'Tori' Boswell

CIMA®
Wealth Advisor

Jessie Stirling

Investment Analyst
Wealth Advisor

Our Client Service & Operations Team

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

MaryAnn White

AAMS®
Senior Client Relationship Associate
401(k) Program Manager

Jennie Bauder

Client Relationship Associate

Alice Wagener

Client Relationship Associate

Kimberly Waldman

Chief Operating Officer

Chandler Fish

Office Manager
Compliance Analyst

Stan Seybold

Marketing Director

"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

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.

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

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