In this season of Simplify Your Retirement, we focused on the Wise Wealth mission of guiding investors on the path to financial significance, where they are free to give and serve and to enjoy a life like never before.
In this episode, Stephen Stricklin is joined by Bekah Stever, AAMS®, chief growth officer & director of compliance at Wise Wealth. Bekah helps us tie up the season as we look back at how Wise Wealth has given and served this past year. Bekah also shares why giving and serving is special to her.
- Why she chose to work at Wise Wealth
- How Wise Wealth was involved in giving this year
- How Wise Wealth served widows and widowers
- The client appreciation event, and why giving and serving is special to her
- And more
Connect With Bekah Stever:
Connect With Stephen Stricklin:
- Simplify Your Retirement
- LinkedIn: Stephen Stricklin
- LinkedIn: Wise Wealth LLC
About Our Guest:
Bekah focuses on the integration process for new, Wise Wealth clients, ensuring the transition is as convenient and seamless as possible. She also supports the President with the firm’s compliance. This allows her to contribute to the client’s confidence in Wise Wealth for their financial peace of mind.
Bekah is driven by her faith and her love for other people. She enjoys helping people understand finance in a simple, easy-to-comprehend way, and she is grateful to work for a company with greater passion and purpose beyond just financial success. She is happy to have found meaningful work at a company – and an industry – she believes in.
Bekah completed a Bachelor of Science at Trinity Baptist College. She holds her Series 6, 63, 65, and 7 licenses and is an Accredited Asset Management Specialist. (AAMS ®)
Outside of work, Bekah loves watching Chiefs games, working with the youth at her church, hot yoga, playing sports, and spending time with her husband, Scott.