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Stephen Shealy, CFP®, RICP®

Stephen Shealy, CFP®, RICP®

Director of Wealth Management

Stephen’s dedication to clients and advisors centers on the belief that every financial decision should be well-informed and made within the context of a plan. After clarifying each person's financial priorities and current circumstances, he works with them to design a well-balanced strategy. In addition to his role as a financial advisor, Stephen also serves as the Director of Wealth Management at Foster Klima, working with other financial advisors and their clients to build investment portfolios as part of their “big picture” financial strategy.

Stephen lives near Hudson, WI with his wife and five children.

 

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.