Get to know Stephen Jackson

Stephen 2021

Stephen Jackson

Director of Client Planning and Implementation

Stephen is passionate about helping retirees and pre-retirees create the strategies they need to live out their golden years with confidence.

Stephen has several licenses in the field of finance and insurance. He’s experienced in areas including advising, currency trading, Medicare consulting and derivative analysis. Stephen graduated from Geneva College with a degree in history and philosophy.

Stephen has always been involved in church youth groups and had the privilege of traveling to several countries. He lived in China for a year as a teacher and aided in the prevention of human trafficking in India.

Stephen is passionate about everything outdoors, including mountain biking, rugby and camping. He and his wife, McKala, a fourth grade teacher for the North Canton school district, are happy to be part of the Green, Ohio, community.