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Tobia J. Stinson

Senior Financial Advisor

Tobia has more than 20 years of experience in the customer service and training industry. She has worked with Brian Stephan since January 2015 starting as a registered Financial Planning Associate. Her primary focus is providing individuals and families with customized strategies to embrace the future and prepare for the next adventures and challenges of life.

Tobia relocated from California as the proud daughter of an Air Force Colonel to the Jamestown community more than 30 years ago. She has two amazing boys, Taylor and TJ, who keep her pivoting from one sport to another. In her (limited) spare time she enjoys creating memories with family and friends, spending time on the lake, afternoon motorcycle rides, boating, and training for her next running event. She loves the opportunity to give back to her community. She was an active board member of the Jamestown Youth Football for 8 years, currently she is a Commissioner with the Greene County Parks and Rec, a former chair but active member of the Xenia Chamber Women in Business, the President for both the Jamestown Lions Club and the Greeneview Boosters, and a past VP of the Greene County Public Health Foundation.

SERVICES
Senior Financial Advisor
Retirement Planning
Investment Services
Estate Planning Strategies
Education Planning Services

INVESTMENT PHILOSOPHY/SPECIALITY/NICHE

A CLIENT-FOCUSED APPROACH TO WEALTH MANAGEMENT
At Stephan & Associates, we feel that everyone deserves experienced financial advice, no matter which tax bracket they fit into. We welcome clients of all income levels and investment experience. We work with clients who need estate planning for their wealth, and first-time investors working toward personal goals like retirement, travel, or home ownership. We encourage potential clients to reach out to our advisors and ask us anything they’d like to know; to us, there’s no such thing as a trivial question! We believe in taking the time to not only understand your finances, but to get to know you on a personal level. We know that your financial goals are inextricably tied to the people and passions in your everyday life – that’s why we make an effort to understand what matters to you and build your strategies around it. One-on-one interaction is an important aspect of our firm. We are always available to answer your questions, even if we’re out of the office, and will work to accommodate your needs and schedule.

Contact

354 N. Detroit St. Xenia, OH 45385

937-374-2002 (Office)

tobia@stephanwealth.com



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