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 working with a number of well-respected organizations.

Professional Background:

Steve's experience includes working as a leader 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. Today, he particularly enjoys educating plan participants about their programs and investment principals.

Personal:

Steve and his wife, Pat currently reside in Green Bay, Wisconsin.  They have two daughters, Kathy and Jennifer, and Steve and Pat are grateful to be able to share a great deal of time with both of them, their husbands and their 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.

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 

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