Stephens Wealth Management is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners.
Our team is committed to giving you a superior client experience.
As a Wealth Planner with more than 10 years of experience, I assist clients with investment management, retirement planning, insurance strategies and estate/legacy planning. I am dedicated to understanding the goals and dreams of my...
As Operations Manager, Kerry-Ann oversees the daily workflow of Stephens Wealth Management. She is a liaison between our clients, Caleb, and the SWM team. Kerry-Ann brings an exceptional repertoire of experience, talent, and fine...
Director of Case Development
Matt Eaton has more than 40 years of financial industry experience. He helped develop a sophisticated retirement distribution and asset allocation model incorporated into one of the most recognized financial planning software programs....
Certified Financial Planner™
Andrew Doughty brings more than 10 years of experience to his role as a Financial Planner for Stephens Wealth Management. He provides technical support and financial planning services to the firm. His experience includes positions as a...
Virtual Assistant Manager