As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is most important to you. Your family, goals and vision of the future will shape the way we work together.
My wife and I were both born and raised in Alaska. I attended the University of Alaska Fairbanks for my master's degree and graduated summa cum laude. In addition, I received the CFP® professional designation* in 2018 and the ChFC® professional designation in 2021. My wife, Joanne, works as a veterinarian right here in the valley. We have two young children, Spencer (5) and Vivian (2.5), who keep us very busy. In my spare time, I love to do all things Alaska: hike, ski, fish, hunt, take our boat to the cabin and enjoy every season to the fullest. I am a member of the Palmer Chamber of Commerce.
I work very closely with my branch office administrator, Drewcilla Holifield. She works with me to help identify and execute the needs of our clients. Together, we serve multi-generational families, those who value advice and clients with complex goals. Outside of the office, Drew is always looking for an Alaskan adventure. She is an active member in the community and serves on the Board of Directors and as the principal clarinetist for the Mat-Su Concert Band.
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.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
Office Address610 S Bailey St Suite 200
Palmer, AK 99645
Phone NumberBen Stephens at (907) 746-7931
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
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