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Stephenson Financial Services Ranked
#1 |
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Stephenson
Financial
Services was
named the
2010 Top
Producing
Bank Retail
Investment
Program by
Bankers’
Bank of
Madison,
Wis. at its
recent
conference
in Wisconsin
Dells. |
Mike Sbonik
(center)
celebrates
with Greg
Salmen
(left) and
Steve
LeCoultre of
BFSN (right)
after
receiving
his fifth
“Representative
of the Year”
award. |
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Stephenson
Financial
Services,
the
investment
center
within The
Stephenson
National
Bank & Trust
(SNBT), is
part of a
group of 30
bank retail
investment
programs
that utilize
services
offered by
Bankers’
Bank
Financial
Services
Network (BFSN). |
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Mike
Sbonik,
Investment
Officer
with
Stephenson
Financial
Services,
was
named
Banker’s
Bank’s
“Representative
of
the
Year”
for
finishing
number
one
in
overall
production
for
the
fifth
time
in
the
last
seven
years.
Moreover,
Sbonik
was
distinguished
as a
Director’s
Club
Member
by
LPL
Financial.
This
recognition
encompasses
less
than
20
percent
of
all
LPL
Financial
representatives
nationwide
and
is
based
on
production. |
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“This
award
demonstrates
the
effectiveness
of
our
focus
on
client-centered
strategies
and
high
service
standards,”
said
Greg
Salmen,
SNBT
Senior
Vice
President
and
Trust
Manager.
“Our
vision
is
to
provide
our
clients
with
quality
and
comprehensive
non-proprietary
investment
and
insurance
products
and
services
available.” |
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Sbonik
joined
the
bank’s
investment
team
at
Stephenson
Financial
Services
in
May
2003.
He
is a
CERTIFIED
FINANCIAL
PLANNER™;
in
addition,
he
is a
Graduate
Estate
Planning
Consultant®,
and
Chartered
Life
Underwriter™.
Sbonik
earned
a
Bachelor’s
Degree
in
Economics
from
Lawrence
University.
He
volunteers
on
the
Greater
M&M
YMCA
Board
of
Directors,
and
lives
with
his
wife
Lisa
and
their
three
children
in
Menominee. |
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“My
approach
is
to
make
retirement
planning
less
intimidating
for
clients.
When
I
meet
with
an
individual
or
family
for
the
first
time
we
discuss
their
plans
for
the
future
to
see
which
direction
suits
their
needs.
I
enjoy
the
collaboration
of
getting
to
know
someone
and
discussing
ways
to
make
their
dreams
become
reality.” |
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Stephenson
Financial
Services
offers
clients
access
to
objective
advice
and
expertise
in
retirement
planning,
annuities
and
life
insurance,
mutual
funds,
investment
management,
college
funding,
and
real
estate
investment
trusts
(REITs).
Personal
appointments
with
a
Stephenson
Financial
Services
financial
representative
can
be
arranged
by
calling
715-735-2325. |
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Stephenson
Financial
Services
financial
consultants
are
registered
representatives
with
and
securities
offered
through
LPL
Financial,
member
FINRA/SIPC.
Insurance
products
offered
through
LPL
Financial
or
its
licensed
affiliates.
The
investment
products
sold
through
LPL
Financial
are
not
insured
SNBT
deposits
and
are
not
FDIC
insured.
These
products
are
not
obligations
of
SNBT
and
are
not
endorsed,
recommended,
or
guaranteed
by
SNBT
or
any
government
agency.
The
value
of
the
investment
may
fluctuate,
the
return
on
the
investment
is
not
guaranteed,
and
loss
of
principal
is
possible. |
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Certified Financial
Planner Board of
Standard Inc. owns
the certification
marks CFP®,
CERTIFIED FINANCIAL
PLANNER™ and
federally registered
CFP (with flame
design) in the U.S.,
which it awards to
individuals who
successfully
complete CFP Board’s
initial and ongoing
certification
requirements. |
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