Our mission is to provide client-centered solutions for a select group of clients through processes that help clients organize, build, protect, distribute and transfer their wealth.
My outstanding branch office administrator, Drewcilla Holifield, and I have a successful process to organize your financial strategies, as well as coordinate and communicate with your other professionals such as CPAs and attorneys. Together, we work hard to help you have confidence in your strategy and legacy as we partner together over the years.
In addition to receiving my master's degree from the University of Alaska Fairbanks, I have earned designations to further my ability to work through complex financial situations. I am a CFP® certificant and Certified Private Wealth Advisor® designee, and I hold the ChFC® designation as well.
My wife and I were both born and raised in Alaska. My wife, Joanne, works as a veterinarian. Together with our son, Spencer, and daughter, Vivian, we love to do all things Alaska: hike, ski, fish, float rivers and enjoy every season to the fullest.
Alaska is our home, and helping fellow Alaskans build, sustain and protect a work optional lifestyle is our passion. We look forward to starting the process of learning what is most important to you and your family.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
Phone NumberBen Stephens at (907) 746-7931
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