Our Team

Bradley Stephenson,

Bradley Stephenson attended the University of California at Santa Barbara, receiving a Bachelor of Arts degree with majors in Economics and Political Science, in March 1978.Immediately upon graduation, he was offered a position with...

Briana Stephenson

Briana Stephenson is a member of the customer service team. She attended UCSB and graduated in 2003 with a Bachelors of Arts Degree in Global Studies with an emphasis in Socio-Economics and Politics. After graduation Briana's interests...

Noreen Heckler

Noreen Heckler is part of the Client Services team at Stephenson and Company, Inc. Noreen was born and raised in the Boston area and earned her Engineering degree at the University of Massachusetts at Lowell. After moving to Southern...

Riley Stephenson,

Riley Stephenson is a wealth advisor with Stephenson and Company. In his current role, Riley spends his time providing financial planning advice and investment consulting services to clients. Riley's experience includes asset...