Stefan Johnson

About Stefan:

With a distinguished career that includes ministry and constituentrelations within higher education, Stefan Johnson brings a uniquely insightfuland values-centered perspective to financial planning. His background, rootedin education, guidance, and service, has shaped his methodical approach to assistingindividuals, families, and businesses since he became a financial advisor in2016. That change to financial services was driven by his desire to impactpeople’s lives through education and planning.

Stefan's passion lies in helping his clients reach their financial goals,especially in the critical area of retirement planning. This includes helpingclients establish strategies for lifetime income, Medicare, and Social Security,and chronic illness/long-term care. As part of his comprehensive financialguidance, Stefan provides ongoing investment advice as a fiduciary. Furthermore, his expertise extends to legacy planning, enabling clients to efficiently prepare and protect assets for the next generation.

Because he holds a wide variety of certifications, Stefan is able to aidclients in exploring investment opportunities they might not have consideredotherwise. And he is a dedicated proponent of Faith-Based Investing, helping interestedclients align their financial investments with their personal values. Thiscommitment to holistic advice ensures his strategies resonate deeply with eachclient's unique circumstances and ethical outlook.

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Beyond the Office:

When not serving his clients, Stefan treasures time with his wife, Linda.They reside in Dubuque, Iowa, and take joy in their four grown children andfour grandchildren. Maintaining his commitment to service and education, Stefanalso has a busy weekend Bible-teaching ministry. For relaxation, he is oftenfound enjoying outdoors activities like pickleball, fishing and kayaking; andhe is a devoted fan of his favorite team, the Seattle Seahawks.

This blend of professional expertise, specialized knowledge, and deeppersonal values reflects Stefan's comprehensive approach to both financialplanning and life—creating strategies that are financially sound and fullyaligned with his clients' real-world aspirations.

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