Stephens & Associates

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

Michael R Stephens

Michael R Stephens

APMA®

Financial Advisor

Operations Director
Visit Michael R Stephens's website
Jeanine Cazaubon

Jeanine Cazaubon

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeanine Cazaubon's website

Team

Kelli W. Hezlep

Kelli W. Hezlep

Client Service Associate,

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/Tax Professional, Lady Lake, FL, 2017–202
  • 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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