I am a native of Bolivar Mo. where I graduated from Bolivar High School in 1980. I attended Southwest Baptist University before transferring and graduating from Missouri State University in 1984 with a degree in Business/Finance and Insurance.
Upon graduation from Missouri State University, I entered the Insurance and Securities Business establishing Stephens Insurance & Financial Services in 1985 specializing in Life, Health, Disability, Investment Planning and Financial Services. In 1997 I co-founded Employee Benefit Design, LLC and have been serving individual and employer group clients with their Insurance & Financial needs for over 33 years. In addition to arranging insurance protection plans for individuals & employer groups, I am registered representative with LPL Inc. Member FINRA/SIPC and provide services to Retirement Plans such as 401-k, Simple IRA and other qualified Retirement Planning programs for firms of all sizes.
My spouse Lorrie and I reside in Springfield, Mo. I enjoy many activities including golfing, boating and water sports, hunting, fishing, snow- skiing, and spending time at my hunting farm near Stockton Lake. I am very active in my church and throughout the years, I have given back to my community volunteering for various charitable community organizations serving on their board of directors and participating in fund-raising events.
I continue to look forward to the opportunity of serving my clients and future clients with appropriate advice, providing the highest level of customer service and assistance.
Employee Benefits
Individual Benefits
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Employee Benefits Consulting
Benefit Administration Services
Miscellanous
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Ken Stephens
Charlotte Horsman
Drew Stephens
Wally Schrock
Michelle Smith
Kaila Strickland
Fawn Giddings
Camie Cole |
Meaghan Daniels
Darla Hicks
Rebecca Scaff Account ManagementBenefit information regarding your account and customer service:
Jodi Edwards
Jordan Miller
Kimberlee Nevins
Krystle Hanks
Sherry Scott |
Kimberlee Nevins
Account Manager
Michelle Smith
Retirement Advisor
Sherry Scott
Account Manager
Jordan Miller
Account Manager
Charlotte Horsman
Producer
Drew Stephens
Producer
Jodi Edwards
Account Manager
Krystle Hanks
Account Manager
Kaila Strickland
Enrollment Specialist
Wally Schrock
Medicare
Fawn Giddings
Benefits/HRIS Technology Administrator Employee Navigator Implementation Specialist
Camie Cole, CPP, PHR, SHRM-CP
Human Resources/Compliance Coordinator
Darla Hicks
Service Team
Rebecca Scaff
Service Team