William H. Stevens, CHFC®, CLU®
Founder & Chief Executive Officer
Bill founded Stevens Foster in 1988 after working in the risk management and advisory fields and has been active in the financial services industry for over 35 years.  He has had extensive experience working with senior level executives and business owners. As an entrepreneur, he understands both the business and personal financial interests of his clients. Stevens Foster has consistently been listed by Barron’s among the top financial advisors in the country since the rankings were first published in 2007.

Education: University of Minnesota (BA, History), Chartered Financial Consultant® (ChFC),
Chartered Life Underwriter®(CLU)

 

Jonathan P. Horick, CFA
Vice President, Investments
Jon joined Stevens Foster in September of 2013 and serves as Senior Investment Officer.  Prior to joining the firm he was a Principal and Portfolio Manager with Akros Capital, LLC.  Jon has over 18 years of diverse institutional investment experience involving securities analysis for both public and private entities, and extensive work in equity financing and fixed income objectives.  He has held positions at several investment management firms in New York and the Twin Cities, including Millennium Partners, Northland Directions, White Pine Capital, Deephaven Capital Management, Dougherty & Company and Sit Investment Associates.

Education: University of Minnesota Carlson School of Management (MBA, Finance), Wartburg College (BA, Accounting and Finance), Chartered Financial Analyst (CFA), and holds an inactive Certified Public Accountant certificate (CPA).
Professional organizations:  Board member and committee advisor, University of Minnesota Carlson Funds Enterprise; Endowment Investment committee member, Wartburg College; Chartered Financial Analyst Institute; Chartered Financial Analyst Society of Minnesota

 

Philip D. Bergstrom, CPA, MBA
Vice President, Finance & Tax
Phil joined Stevens Foster in 2008 with 30 years experience in the field of individual and business tax planning and preparation, in both public accounting and private industry. In addition to his company affiliations, Phil has taught Financial Accounting, Managerial Accounting and Income Tax at the university level. He is an excellent communicator, skilled in translating technical information into practical tax strategies and advice.

Education: University of Minnesota (MBA, Accounting), University of Minnesota (BSB, Finance) Certified Public Accountant (CPA)
Professional organizations: American Institute of Certified Public Accountants; Minnesota Society of Certified Public Accountants