Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Anita Stephens

Anita Stephens

CRPC

Private Wealth Advisor

Managing Partner of StellarPath Private Wealth Advisors
Learn more about Anita Stephens Visit Anita Stephens's website
Advisor photo for Alex Brandenburg

Alex Brandenburg

Associate Financial Advisor

Financial Planning Specialist
Learn more about Alex Brandenburg Visit Alex Brandenburg's website


Our team

Kelli Hezlep

Kelli Hezlep

Financial Planning Assistant,

Client Service Specialist

Qualifications

  • Kelli joined our office in The Villages, FL in 2020.

  • Graduate Certificate - Accounting - Purdue University Global - Davenport, IA

  • MBA - Iowa State University - Ames, IA

  • B.S. - Accounting - University of Wyoming - Laramie, WY

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