William H. Stevens, CHFC®, CLU®, Founder & Chief Executive Officer
Debra A. Groezinger, CPA/PFS, CFP®, Vice President, Planning
Philip D. Bergstrom, CPA, MBA, Vice President, Finance & Tax
Bill Stevens 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. 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
We’re in the business of helping you grow your balance sheet, your net worth. Reliable balance sheet growth is the result of the methodical and disciplined application of expertise in a variety of financial areas. The key to our singularity lies in our integration of all the disciplines of wealth management under one roof. Wealth is accumulated not simply by making sound investments choices, planning for the future and structuring income to minimize taxes: wealth is accumulated by doing all three expertly and consistently.