Stearns Financial Group Information
Contact top employees from
Stearns Financial Group
Summary
Stearns Financial Group, (“SFG”) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and profit sharing plans,...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Fee Only Financial Advisor, Financial Planning, Wealth Management, Women in Transition, Investment Management, Retirement Planning, Business Planning, Emerging Affluent, Business Owners
Founded
1991
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Stearns Financial Group shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years20% for 5–7 years16% for 8–10 years44% have over 11 years of service at Stearns Financial GroupContact top employees from
Stearns Financial Group
Dax Dixson
Financial Advisor
Juliet Brown
Investment Associate
Joyce Millwee
Client Services Associate
Lindsay Brock
Wealth Advisor, Partner
Jason Croy
Partner
Shira Katsir
Wealth Advisor
Patty Steinke
Financial Associate
Teresa Talton
Wealth Advisor
Megan Burris
Office Manager/Event Coordinator
Whitnie Hedges
Client Advocate
Joe Stearns
Sr. Credit Union Advisor
Alyse Creed
Financial Planner
Tara Maxwell
Financial Planning Manager
PJ Williams
Co-CIO / Global Strategist
Paula McMillan
Senior Financial Advisor
Libby Stafford
Director of Client Relationships and Marketing
Glenn Joyce
Co-CIO / Director of Investments
John Wheeler
Director of Investment Operations and Trading
Dennis Stearns
Senior Partner
Lisa Gibson
Sr. Investment Administrator
John Thomas
Co Managing Partner
Joyce Black
Financial Paraplanner Qualified Professional™
Heidi Bannerman
Client Service Associate
Nancy Washburn
Client Service Associate
Sarah McClintock
Executive Assistant
Joyce Black
Registered Paraplanner/Financial Associate
Courtney Allen Kidwell
Wealth Management Advisor
Pam Stearns
Senior Wealth Manager
Carol Brown
Client Services Representative
Carol Brown
Financial Associate
Carol Brown
Client Service associate
Patricia Steinke
Financial Associate
