Stephens Wealth Management Group

Team Spotlight: Sherri Stephens, President & CEO 🌟

We recently sat down with Sherri to reflect on her journey, passions. Here’s what she shared:

𝘘: 𝘞𝘩𝘢𝘵 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘳𝘰𝘭𝘦 𝘥𝘰 𝘺𝘰𝘶 𝘦𝘯𝘫𝘰𝘺 𝘮𝘰𝘴𝘵?
"It is so rewarding when we can help our clients live their dreams. Henry David Thoreau once said, 'Wealth is the ability to fully experience life,' and that beautifully captures our philosophy. Life can be challenging, and being a trusted partner truly makes a difference. Of all the roles I play as CEO, this is the most important—and where my heart is."

𝘘: 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘦𝘹𝘤𝘪𝘵𝘦𝘥 𝘢𝘣𝘰𝘶𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘭𝘺 𝘪𝘯 𝘵𝘩𝘦 𝘺𝘦𝘢𝘳 𝘢𝘩𝘦𝘢𝘥?
"I’m looking forward to making an impact in new ways. Embracing new technologies, expanding our reach through strategic alliances—it’s an exciting time of growth. And if, along the way, we can help make the world a little better, that’s even more meaningful."

𝘘: 𝘞𝘩𝘢𝘵 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥 𝘪𝘯?
"I’ve been honored to serve in several roles with the Community Foundation of Greater Flint—including past chair, trustee, and chair of the investment committee. I also sit on the advisory board for the University of Michigan–Flint’s School of Management, where I fund a scholarship. Additionally, I co-founded the Women’s Leadership Alliance, which supports the advancement of women in wealth management."

𝘘: 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘢 𝘤𝘰𝘶𝘱𝘭𝘦 𝘰𝘧 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘭𝘦𝘴𝘴𝘰𝘯𝘴 𝘺𝘰𝘶’𝘷𝘦 𝘭𝘦𝘢𝘳𝘯𝘦𝘥 𝘢𝘵 𝘚𝘞𝘔𝘎?
"We truly can make a difference in people’s lives. The right financial decisions—especially made at the right time—and avoiding major mistakes can have a significant long-term impact."

𝘘: 𝘐𝘧 𝘺𝘰𝘶 𝘸𝘦𝘳𝘦𝘯’𝘵 𝘪𝘯 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘸𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘣𝘦 𝘥𝘰𝘪𝘯𝘨?
"I’ve always had a passion for education. Growing up, I thought I’d be a teacher—and in many ways, that’s still part of what we do here: educating and empowering clients to make informed decisions."

𝘘: 𝘞𝘩𝘢𝘵’𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘮𝘪𝘨𝘩𝘵 𝘣𝘦 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦𝘥 𝘵𝘰 𝘭𝘦𝘢𝘳𝘯 𝘢𝘣𝘰𝘶𝘵 𝘺𝘰𝘶?
"Fun fact: I started working here at the age of eighteen as a part-time assistant. This has quite literally been my life’s work!"

We're grateful for Sherri’s leadership and her commitment to our clients, team, and community. Her passion and perspective continue to shape the heart of our team.

Giving is part of the season, but with the right strategy, your gifts can also support your long-term financial goals.

A few strategies to consider:
🎁 Gifting appreciated assets
🎁 Leveraging annual exclusions
🎁 Planning for education or special needs

We can help you make the most of your giving, today and for years to come. Reach out to get started: https://stephenswmg.com/contact-us/

Strong teams aren’t built overnight, they’re built through commitment, collaboration, and a shared purpose. Today, we’re honored to recognize an outstanding group of team members who have been with us for 10 years or more.

In fact, 60% of our team has been with Stephens Wealth Group for over a decade - a testament to the loyalty, stability, and enduring culture we’ve cultivated together.

Their leadership, loyalty, and daily impact continue to shape the heart of our firm and the experience we deliver to our clients.

Back (L → R): Stan Seybold, Jason Guenther, Tyler Stephens
Front (L → R): Chandler Fish, Jill Carr, Sherri Stephens, Alice Wagener

To each of you: thank you for your dedication and the legacy of excellence you help build every day. Here’s to the next chapter and many more milestones ahead. 💙

A strong business plan creates 𝘊𝘭𝘢𝘳𝘪𝘵𝘺. A wealth strategy for your business creates peace.

From succession planning and tax efficiency to employee benefits and retirement planning - we help business owners protect what they’ve built and prepare for what’s next.

If your business supports your lifestyle and your family, it deserves a clear, forward-looking plan.

Let’s talk about how we can help. https://stephenswmg.com/contact-us/

This December, we’re reflecting on what truly brings peace of mind:

For your 𝘧𝘢𝘮𝘪𝘭𝘺, it’s knowing the future is secure.
For your 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴, it’s having a plan in place (no matter the season).
And for your 𝘧𝘶𝘵𝘶𝘳𝘦, it’s clarity, confidence, and purpose.

We believe the greatest gift you can give is a well-crafted plan. Let’s explore what peace looks like for you.

How does financial peace of mind show up in your life?

Wishing you a warm and joyful Thanksgiving, surrounded by family, friends, and the comfort of knowing your financial future is in caring hands.

🍂 Thank you for being part of the our family.