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Tobia J. Stinson

Senior Financial Advisor

Tobia joined Stephan & Associates Wealth Management in 2014 with over 19 years of experience in management, customer service, and training. She has her Series 7 and Health and Life licenses.

Tobia graduated from Greeneview High School and has been an active volunteer in many community organizations and events. She has been a member of the Jamestown Lions Club for 5 years and is currently president. She is also president of the Greeneview Athletic Boosters and was just appointed a Greene County Parks and Trails Commissioner. She and her husband of 22 years live in Jamestown with their 2 sons.

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

937-374-2002 (Office)

tobia@stephanwealth.com



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