Broker Check
John Stevens, M.S. Ed, PPC, AIF

John Stevens, M.S. Ed, PPC, AIF

Owner & Senior Wealth Advisor

513.755.7536

513.755.7537

John@chooseSIG.com

I believe that set backs set you up for the future, and that is truly where my professional story begins.  I have always been interested in the human condition.  This initially set me on a path to become a licensed therapist/counselor.  During that time, I lost my dad and became the executor of his estate (or maybe I should say the “fixer” of his financial short falls).  I spent significant time with my mother meeting with attorneys and advisors.  That process opened a door to the world of proper educational financial planning, which as you must have guessed, changed the trajectory of my life.

Little did I know that being a financial advisor has many similarities to being a counselor on most days—and that’s what I love most about my work.

In 2006, my better half, Jodi, and I opened Stevens Investment Group and we have been aligned with the values of the Dave Ramsey Group since 2007.  We have grown significantly in the past 20 years and are proud to give more than we get.  We pleasantly surprise our clients by giving them more advice, more reliability, and more education than they bargained for.  I dream daily of our clients becoming debt free, of helping them become good stewards of the money God has given them, and of celebrating those victories together.  My wife and I want our sons and daughter to learn from us and from our clients that the hard work to gain financial peace pays off.

Outside the office, I love coaching my boys’ athletic teams, walking our twin golden doodles, and playing basketball at my local YMCA.  Jodi and I have 12-year-old twin boys, Joel and Luke, and a 24-year-old daughter, Alexis.  A successful life for me would be to raise them to be strong, healthy children who follow Jesus.

I’d be honored to walk with you on your path to financial freedom and financial confidence and to celebrate your milestones along the way, however big or small.


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