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 clients and implementing strategies that put them on the path to the lifestyle they want, and the future they deserve.
I believe in developing long-term relationships with my clients, built on a foundation of trust, transparency, and commitment to the future we map out together. In discussing investment, financial, and insurance recommendations, I take the time to ensure my clients fully understand their options and have all of their questions answered. As life, business, or market situations change, my team and I make recommendations or adjustments to help clients address both short and long-term decisions.
Prior to founding Stephens Wealth Management, I was a Financial Advisor with Edward Jones. Active in my local business community, I have served as Vice President and Board Member of the Chamber of Commerce, President of the Freeport Community Improvement Association, on the board of the Freeport Economic Development Corporation, and on the board of The Christian Civic League of Maine.
I married my college sweet-heart, Kerry-Ann, and we have four children. Our family enjoys an active, outdoor lifestyle balanced with a strong commitment to faith and serving our community. In my spare time, I enjoy rock climbing and traveling.