Broker Check

Team

Ben Humbert

Wealth Advisor

513-755-7536

513-755-7537

ben@chooseSIG.com

Ben has been a wealth advisor with The Stevens Group since 2021. Ben tries to lead a life of helping others and since joining The Stevens Group he has been able to continue this through education and promoting financial freedom. Ben...

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Dawn Spiker

Client Services Coordinator

513.755.7536

513.755.7537

Dawn@chooseSIG.com

Dawn joined Stevens Investment Group and Stevens Insurance Agency as a licensed Insurance Agent in 2010. She is the Account Representative for the insurance side of the business. In addition to having a Property & Casualty Insurance...

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Jeff Minner, CPA

Wealth Advisor

jeff@chooseSIG.com

Jeff has been a wealth consultant with The Stevens Group since 2018. Jeff has a passion for helping others establish and achieve their goals through education and encouragement. Jeff has over 20 years of experience as a CPA. He holds a...

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Jodi Stevens

Wealth Advisor

Joey Larson

Client Services Associate

513-755-7536

Joey@chooseSIG.com

Joey is our newest team member at The Stevens Group. He has a Bachelor of Finance degree from the University of Cincinnati and holds his Ohio Life and Health Insurance license. Since joining the team, he has strived to help others by...
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John Stevens, M.S. Ed, PPC

Owner & Wealth Advisor

513.755.7536

513.755.7537

John@chooseSIG.com

John is the owner of Stevens Investment Group, Inc., Stevens & Associates and Stevens Insurance Agency in West Chester, OH. John has over 22 years of experience in the field of wealth building, retirement planning and estate planning....

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Lisa Gerdeman

Financial Consultant

lisa@chooseSIG.com

Lisa joined the Stevens Group in 2016 as a Financial Consultant in the investment group. She graduated from the University of Kentucky with a Bachelor’s degree in Business Management and Marketing, 

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Mark Howie

Wealth Advisor

513.755.7536

513.755.7537

Mark@chooseSIG.com

Mark has been a wealth consultant with Stevens Investment Group since 2013. Mark has a passion for educating people in the area of investing and for helping clients "win with money.” Mark has developed his professional portfolio...

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Melissa Leathers, CPA

Financial Consultant

513.755.7536

513.755.7537

Melissa@chooseSIG.com

Melissa has been with the Stevens Investment Group since 2010 and has been a *SmartVestor Pro for Dave Ramsey since 2012. It is a perfect fit for her to fulfill her passion of seeing people change their family’s future ...

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Sandy Eisele

Client Services Coordinator

513.755.7536

513.755.7537

Sandy@chooseSIG.com

Sandy has worked with John Stevens on investments since 2000, and officially joined Stevens Investment Group full-time in 2006. Sandy is the Senior Client Services Coordinator and works closely with John in all aspects of the financial...

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