McKenna Stephens
Financial Advisor,
North Star Resource Group
McKenna Stephens is a Financial Advisor who has been working with North Star since 2004. Her clients extend across the United States, although she is based in the Scottsdale area. McKenna holds a Certified Financial Planner designation and completed both her Bachelor of Science and her Master of Business Administration at Arizona State University. She prides herself on integrity-driven, comprehensive wealth management practices that cater to the needs of high-income and high-net-worth clients.
McKenna has over 20 years of experience helping medical professionals and families whose income, debt, and priorities require a specific strategy to reach their long-term objectives and wealth management goals. She has the experience and skill set required to develop a financial strategy unique to each of her clients. Her philosophy is to provide clients with the necessary tools to make sound financial decisions. Through the development of long-term relationships, her goal is to assist individuals and businesses in identifying their needs for asset protection, wealth accumulation, and retirement funding.
McKenna Stephens's Sessions
- March 24
- 11:00 am
- - 11:45 am
- Breakout Session
This session walks through a practical model for teaching holistic financial planning, including how advisors are trained to price and deliver fee-based services. You’ll leave with a clear, repeatable framework you can use to build or refine your firm’s advisor training program.
