How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Anita Stephens

Anita Stephens

CRPC®

Private Wealth Advisor

Managing Partner of Stephens & Associates
Visit Anita Stephens's website
Michael R Stephens

Michael R Stephens

APMA®

Financial Advisor

Operations Director
Visit Michael R Stephens's website

Team

Alex P. Brandenburg

Alex P. Brandenburg

Operations Specialist,

Business Development Specialist

Qualifications

  • EDUCATION: B.S. - Finance - Louisiana State University - Baton Rouge, LA | H.S., Diploma - Archbishop Rummel High School - Metairie, LA
  • EXPERIENCE: Ameriprise Financial - Financial Advisory Practice, Non-Registered Staff, Metairie, LA, 2021–Present | Foresters Financial, Undergraduate Internship, Baton Rouge, LA, 2019
  • EXPERIENCE (cont): Learning Sciences Corporation, Internship, Baton Rouge, LA, 2017–2018
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Kelli W. Hezlep

Kelli W. Hezlep

Client Service Specialist,

Financial Planning Assistant

Qualifications

  • IRS Tax Prep Classification: Federal Income Tax Preparer with associated PTIN and EFIN
  • EDUCATION: Graduate Certificate, Accounting - Iowa State University - Tempe, AZ | M.S. - Business Administration - Kaplan University - Davenport, IA
  • EDUCATION (cont): B.S., Accounting - University of Wyoming - Laramie, WY
  • EXPERIENCE: Kelli Hezlep LLC, President/CFO/Senior Tax Professional, Summerfield, FL, 2010–Present | Village Tax & Accounting Solutions LLC, Senior Accountant, Lady Lake, FL, 2017–2020
  • EXPERIENCE (cont): St. Vincent de Paul Catholic Church, Office Manager, Wildwood, FL, 2012–2016 | CCA-Gadsden Correctional Facility, Business Manager, Quincy, FL, 2007–2011
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Donelle R. Crovetto

Administrative Assistant,

Client Service Coordinator

Qualifications

  • ˑ EDUCATION: H.S., Diploma - Archbishop Chapelle High School - Metairie, LA
  • ˑ EXPERIENCE: Ameriprise Financial - Financial Advisory Practice, Office Operations, Mandeville, LA, 1996–Present | BellSouth Corporation, Clerk/Operator, New Orleans, LA, 1973–1995
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Mabel L. Wickboldt

Office Manager

Qualifications

  • ˑ EDUCATION: M.B.A. - Florida Institute of Technology - Melbourne, FL | B.A., Mathematics - Louisiana State University - Baton Rouge, LA
  • ˑ EXPERIENCE: Ameriprise Financial - Financial Advisory Practice, Office Administration, Mandeville, LA, Part-time since Retirement
  • Sam's Club (Shopper Events), Demo Associate, Covington, LA, Part-time since Retirement
  • Lockheed Martin Corporation, Software Developer (Enterprise Systems), New Orleans, LA (NASA Michoud Assembly Facility), Career prior to Retirement
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