Stephen B. Poynter
Portfolio/Research Assistant

Stephen B. Poynter
Stephen serves as a Portfolio/Research Associate, researching and analyzing investments in an effort to help clients achieve their investment goals. In addition, he has experience in other areas of the office, including Financial Planning and Operations, and assists in those capacities when needed. Stephen earned his B.B.A. in Finance from the University of Wisconsin-Eau Claire. He strives to live life to the fullest, and enjoys spending time with his wife, creative writing, traveling, hiking, biking, music, and reading.