Our Team

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 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...

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...