Broker Check
Stephen McDonnell, CEBS®

Stephen McDonnell, CEBS®

Qualified Plan Consultant

Tenure:
Steve has been in the financial services industry since 1970, and has specialized in Qualified Group Retirement Plans (e.g., 401(k) plans, profit sharing plans, pension plans etc.) since 1978 while working with a number of well-respected organizations.

Professional Background:
Steve's experience includes working as a leader and member of retirement plan service and sales team.  He has a background in plan sales, implementation and administration.  In addition, Steve has provided plan design assistance to employers and centers of influence.  A particular area that Steve enjoys is helping educate plan participants about their programs and investment principals.

His responsibilities now include working with RPS to continue to provide professional services to ensure we continue to meet the employer’s needs and the employees' needs with the corporate retirement plans we serve.  

Personal:
Steve and his wife Pat have been married for 44 years, and they currently reside in Grafton. Steve and Pat have two daughters, Kathy and Jennifer, as well as four grandchildren. 

Steve attended the University of Wisconsin - Whitewater where he graduated with a Bachelor of Business Administration in Management.

Steve enjoys family time, reading and volunteering. He is also a trustee at his Parish in Grafton.

Credentials:

Series 65 held through IFP Advisors, LLC, dba Independent Financial Partners
Certified Employee Benefit Specialist (CEBS)® designation awarded by the International Employee Benefit Foundation & the Wharton School of the University of Pennsylvania