Stephen Ward

Stephen brings over 20 years of experience in the financial services industry, including the last 10 in the retirement plan space with both Mutual of America and Empower. He is committed to developing relationships with participants and helping them with their unique retirement planning needs to achieve their goals.

Stephen holds a B.A. in Business Management from Bucknell University and Chartered Retirement Plan Counselor (CRPC®) designation from the College of Financial Planning. In addition, he holds FINRA Series 7 & 63 securities registrations and a New York State life and health insurance license.