Stefan Johnson

About Stefan:

With a distinguished career that includes ministry and constituent relations within higher education, Stefan Johnson brings a uniquely insightful and values-centered perspective to financial planning. His background, rooted in education, guidance, and service, has shaped his methodical approach to assisting individuals, families, and businesses since he became a financial advisor in 2016. That change to financial services was driven by his desire to impact people’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 helping clients establish strategies for lifetime income, Medicare, and Social Security, and Chronic Illness/Long-Term Care. As part of his comprehensive financial guidance, 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 considered otherwise. And he is a dedicated proponent of Faith-Based Investing, helping interested clients align their financial investments with their personal values. This commitment to holistic advice ensures his strategies resonate deeply with each client'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 and four grandchildren. Maintaining his commitment to service and education, Stefan also has a busy weekend Bible-teaching ministry. For relaxation, he is often found enjoying outdoors activities like pickleball, fishing and kayaking; and he is a devoted fan of his favorite team, the Seattle Seahawks.

This blend of professional expertise, specialized knowledge, and deep personal values reflects Stefan's comprehensive approach to both financial planning and life—creating strategies that are financially sound and fully aligned with his clients' real-world aspirations.

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