Brian Stephan

Brian Stephan 

Chief Executive Officer/General Manager

Brian’s experience in the financial services industry spans nearly two decades, beginning in 2000 with a national investment firm.  In 2003, Brian decided to operate as an independent advisor until the end of 2017 when he affiliated with a registered investment advisory firm and formed Stephan and Associates Wealth Management which gives him more freedom and flexibility in servicing his clients.

He is a life-long Xenia resident graduating from Xenia High School, then obtaining his Business Administration and Pre-Law degree from Michigan State University.  Brian is former past president of the Xenia Rotary Club, a former Board Member of the Greene County Council on Aging and past president of the Xenia Area Chamber of Commerce.  He is a past president of Xenia Rotary Foundation.

Brian and his wife, Stephanie, have two sons.  When he has spare time, he is an active coach for their many sports teams.  His family is a member of Faith Community United Methodist Church in Xenia.

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