“Founder of Stevens Investment Counsel, guiding clients with independent advice, disciplined investing, and planning.”
I am the Founder of Stevens Investment Counsel (SIC) and a CERTIFIED FINANCIAL PLANNER™ CFP® professional. I began my career in financial services in 1999. Prior to starting my independent fiduciary investment and planning firm I spent 15 years with a global private bank as an SVP and Senior Portfolio Manager. Today, I help individuals, families, retirees, business owners, and non-profits navigate investment management, retirement planning, wealth preservation, and complex financial decisions.
As a podcast guest, I bring both institutional and independent wealth management perspectives, offering practical insights on investing, behavioral finance, retirement income planning, market trends, and the financial habits that drive long-term success. I specialize in translating complex financial concepts into engaging, actionable conversations that listeners can understand and apply to their own lives. My goal is to educate, inform, and empower audiences to make better financial decisions with confidence.
