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Stephen Shealy, CFP®, RICP®

Stephen Shealy, CFP®, RICP®

Financial Advisor & Investment Specialist

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. Stephen also serves as the Investment Specialist 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