Mike Stephani, AAMS^®

I have always been passionate about helping people reach their financial goals. Every person has a unique situation, and I enjoy providing tailored responses to meet their individual needs. The relationships I build with clients and seeing them attain their goals is incredibly fulfilling.

My journey into the financial industry began thanks to an old college friend who had been working in the field for ten years before I joined his firm. His success inspired me to believe that I could do it too.

Stability is crucial to my clients, and I have been with Raymond James for 18 years, with plans to stay for many years to come. I’m deeply ingrained in the community, serving as the president of the Sturgeon Bay School board. I'm not the advisor who jumps ship, nor are my co-workers. We offer stability in an industry where many are retiring or moving on. I care deeply about my clients and genuinely want to help them. This isn't just a phrase; I really care.

I hail from Black Creek, WI, a small town of 1,000 people. Growing up in this tight-knit community molded my values and instilled a deep care for others. My wife, Annette, and our son, Blake, are the most important parts of my life, providing a positive foundation that allows me to do well for our clients.

Music is another passion of mine. I worked in the music industry until I was nearly 40 and still actively play guitar in a group, which I love deeply. As a family, we enjoy boating and spending time together. I also have a love for old cars and own a 1965 Mustang that I tinker with to keep it running.

Designations & Certifications:

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