As a child I grew up in an entrepreneurial family so it was second nature for me to want entrepreneurship for my own future. My parents owned a property management company and I dabbled myself, but my background as a sales executive and CPA led me to financial services. When I married my husband, John Stevens, he was a wealth advisor and so the “Stevens Group” was born. First came Stevens Investment Group, Inc. in 2006, followed by our tax practice, Stevens & Associates LLC, in 2008. Stevens Insurance Agency LLC rounded things out in 2009. In 2024, I actually sold the tax practice to be able to focus more on my purpose.
In my career I have found joy and energy in interacting and educating people, as well as building trusting relationships with my clients. As our businesses grew, my niche client began to mirror my own background - entrepreneurs, women, and executives. I am excited to focus more on this niche in my wealth planning role, discussing tax advantages, timing strategies, and other complex issues. I hope to add value with a unique perspective to your situation and create a life changing impact on your financial confidence.
Looking forward with Stevens Investment Group, Inc, I want to be generous with my clients by sharing my knowledge, nurture long lasting relationships, and continue to build on my Christian values. I am excited for the future because as our business and our team grows, we can impact more and more people.
You might be surprised to know that I am not all numbers and books, however. I am huge sports fan, specifically Xavier basketball. I have a mild obsession with everything nutrition and have been getting more and more into fitness as well. I also love to travel, especially with my family. I have a daughter, Alexis, twin boys, Joel & Luke (and you can’t forget my husband John), and strive to focus my spare time on caring for my family.
I am excited to share my unique background with you, and unfold a vision for your financial future.