McKenna L. Stephens, CFPÂ®, CLTC
McKenna Stephens Financial Advisor
McKenna L. Stephens, CFP®, CLTC
McKenna has been with North Star Resource Group since 2004 and she is part of the North Star Southwest division; an experienced group of financial advisors in the Phoenix and San Diego offices.
personal mission is improving financial stability by protecting families and futures.
By providing her
clients with necessary tools to make educated financial decisions, she
can help provide them with a sound investment and insurance strategy.
Through personal experiences, McKenna
understands how education can help prepare you for inevitable situations in life.
seeks to build long-term lasting relationships with her
clients so that she
can support them through the ups and downs in their lives.
prides herself in the impact her
experience can make on her
client's lives and goals.
As a co-author of Real Life Financial Planning for Women, McKenna
is a well-known speaker for many programs in the Phoenix and San Diego community.
husband Mark live in Arizona with their two kids Kaia and Nash.
Together, they enjoy visiting the Phoenix Zoo learning the ropes of gardening.
also enjoys running, having run five half marathons, one marathon and several long distance races.
loves to travel and read, and frequently tailgates Arizona State University Football games with her
is not chasing around her
4 and 2 year-olds, she
helps coach for her
daughter Kaia's soccer team, and volunteers at La Casa de Cristo Preschool.
McKenna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 653969 / 04-2013