portrait of Mike Stefan

About Mike

I love what I do. I enjoy helping clients grow, organize, protect and transfer their wealth. We value our relationship and the unique strategies that each one of our clients has in making the most of their financial lives, but more importantly, making the most of their lives! There is a balance, and we work hard in our office to help clients make their dreams and goals come true.

I have been in the financial industry since graduating with an accounting degree. My background has been in banking, finishing up that world as an executive vice president of real estate...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2014 to Current

Education

  • Univ of Minnesota,DuluthBachelor of Science

Personal Interests

  • Curling
  • Community Outreach
  • Hunting
  • Traveling
  • Hiking

Team Members

  • Lynne Drieman
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More