McKenna Stephens, CLTC

McKenna Stephens, CLTC

Financial Advisor

Phone: (602) 224-5366
Fax: 602-224-9044
E-mail:

McKenna Stephens has been an advisor with North Star since 2004. She works closely with her clients to provide them with the necessary tools to make sound financial decisions. Through the development of long-term relationships with her clients, her goal is to assist individuals and businesses in identifying their needs for wealth accumulation, preservation and succession. Her areas of focus include:

Individual

  • Debt Management
  • Wealth Accumulation (Investment Solutions)1
  • College Funding Strategies (529 Plans, Education IRA’s)
  • Retirement Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
  • Risk Management (Life Insurance, Disability Insurance, Health Insurance)
  • Long Term Care Insurance
  • Estate Planning (Wealth Succession)

Business

  • Qualified and Non-Qualified Compensation Packages
  • Retirement Strategies
  • Group Insurance
  • Business Continuation
  • Employee Seminars

Qualifications

McKenna is a graduate of Arizona State University with her Bachelor of Science Degree and her Master of Business Administration. Her licenses include:

  • FINRA Series 6 and 7 Registered
  • FINRA Series 63 and 65 Registered
  • Life and Health Licensed
  • Variable Life and Annuity Licensed

McKenna is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Personal

McKenna lives in Scottsdale with her husband, Mark and their dog Sadie. She enjoys traveling, reading and spending time with her family. She is also a strong supporter of the American Cancer Society.

North Star Resource Group
4645 N. 32nd Street, 2nd Floor
Phoenix, AZ 85018

North Star Consultants, Inc.
Insurance Products & Services

1CRI Securities, LLC
Securities & Investments

1Securian Financial Services, Inc.
Variable Products & Securities

Affiliated with the Securian Financial Network.

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

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