Broker Check
Sheila  Stevenson

Sheila Stevenson

Office Manager

Sheila Stevenson coordinates the paperwork and related tasks to maintain our clients’ financial plans.  She builds a rapport with our clients to include the bigger picture that goes beyond the numbers.  Sheila also plans client appreciation events and handles behind-the-scenes duties that keep the office running.  She enjoys traveling to new places and experimenting with photography and some fiber arts.