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Photo of Nick Stebner, CFP®, CPWA®

Nick Stebner, CFP®, CPWA®

Financial Strategist and Operations Manager

Nick serves as a Financial Strategist with more than 15 years of experience in managing client relationships, portfolio construction and reporting, financial planning, and providing client services. Prior to joining the firm, Nick served as Senior Financial Planner at LifePlan Financial Group, Inc., where he oversaw the firm’s quarterly reporting and billing processes, and for more than five years served on the company’s Processes Team and led its Planning and Investment Teams.

As Operations Manager, Nick holds overall responsibility of testing and mass trading, serves as the ISC Implementation Subcommittee Chair, and acts as Central Administration’s spokesperson to firm Leadership. He is also a member of our Risk Management Specialized Practice Group.

Licensing and Education

  • Certified Private Wealth Advisor® (CPWA®), Investments & Wealth Institute
  • Bachelor of Arts in Finance and Accounting, Cedarville University

Accomplishments and Honors

Nick biked his first (and only!) century ride his senior year of high school and then went on to compete in the 2013 USAF Marathon, four Tough Mudder obstacle courses in 2011-2013, and the 2017 USAF Half-Marathon.

Community Involvement

Since 2011, Nick has served as treasurer and a deacon at Arbor Church in Dayton. Outside the office, Nick also enjoys time spent in the gym and outdoors, as well as reading, biking, outside yard work, board games, and playing the guitar. Nick and his wife Beth were foster parents with the Bair Foundation from 2010-2013 and are now adoptive parents of four boys: Gaige, Jackson, Ky-Mani, and Isaiah.

Selected Resources

Nick’s Articles
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Filling the Gap with Disability Insurance

Many people who feel the need to financially provide for their families "in case the worst happens" often seem to have only a vague idea of how to provide for them if they are unable to work for a time due an accident or extended illness. Learn how Disability Insurance is applied to determine if it's right for you in your "life planning".

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Building Your Wall Against ID Theft

You lead a busy life and the danger of identity theft may not feel so urgent, so it's not a priority on your to-do list. Sound familiar? If you haven't found the motivation to address this issue, try breaking it down into smaller action steps. Each step taken toward protecting yourself against identity theft is a brick in a wall you build around the achievement of your future financial goals. Learn more.

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A women smiling in an office, meeting with a client.

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