Director Retirement & Private Wealth
Stefan joined HUB New England in 2023 and brings over 18 years of experience in the financial industry by working with retirement plan participants, individual private wealth clients as well as small business owners. Stefan will be part of a team dedicated to bringing financial resources to our retirement plan participants.
In his former roles, Stefan worked as a Senior Retirement Consultant with Voya Financial for 15 years and as a Financial Advisor with Ameriprise for 3 years. Stefan brings a passion for helping individuals identify and pursue their retirement goals through wealth management and financial planning.
When not in the office, Stefan enjoys spending time with his family.
Education and Professional Designations:
University of Connecticut, B.A. Political Science
Chartered Retirement Planning Counselor
FINRA Series 6, Series 7 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners, LLC