Our expertise is your biggest asset

Kim Waldman Kim Waldman
Chief Operating Officer
Business Manager, RJFS


With more than 20 years focused on helping organizations optimize their performance, Kim is committed to enabling excellence in service for our clients and maintaining an exceptional work environment for our employees. She looks forward to finding new ways to differentiate our approach with clients, adding extra value whenever possible.

Before joining our team in 2017, Kim served as a Vice President at Suntiva, LLC. There she led efforts to develop new client services, provided program oversight, and designed and stood-up several organizations within the company. She has also worked in the retail, auto, and information technology industries. Kim has a Master’s degree in Organization Development from Pepperdine University, a Bachelor’s degree from the University of Michigan, and Graduate Certifications from American and Georgetown Universities.

Kim is originally from Plymouth, MI and has resided in Milford, MI since 2001. She has two sons, Alec and Ian, who keep her busy both academically and in sports. In her free time, she enjoys travel, listening to TED Talks, and being a part of the Milford community.

Susan H. Bleyaert Susan H. Bleyaert
Registered Client Service Rep, RJFS

Susan Bleyaert is a Registered Client Service Rep. at Stephens Wealth Mgt. Group. Susan has more than 30 years of industry experience and holds several financial licenses to include the Series 7, 9, 10, 63 and 65. These licenses support Susan’s ability to provide clients the information they need to make decisions and take action.

Susan strives to ensure that clients feel valued and taken care of through her strong listening skills and attention to detail. She enjoys seeing clients accomplish their investment goals and navigate their life transitions. Susan also serves as the Stephens Wealth Mgt Group’s compliance officer, helping to ensure that the firm’s procedures and record maintenance comply with industry regulations.

Originally from Rochester, NY, Susan has resided in Linden, MI since 2004. Away from work, she enjoys spending time with her family, yoga and gardening and is an avid University of Michigan fan.

Alice Marie Wagener Alice Marie Wagener
Client Service Representative

With 20 years of experience, Alice is committed to helping our clients in any way she can, both professionally and personally. You’ll find her daily taking their phone calls, scheduling appointments and processing transactions and paperwork in a timely fashion.

Before joining our team in 2010, Alice was a client services representative at Morgan Stanley/Smith Barney and Robert W. Baird & Co., both in Birmingham, Michigan. Earlier, she earned an Associate Degree in business from Baker College.

Originally from Flushing, Michigan, Alice lives in Swartz Creek, Michigan, with her husband, Robert, and daughter, Abigail. In her free time, Alice enjoys shopping, walking her dog (Angel), watching her daughter play the flute in the Swartz Creek Marching Band and traveling up north in the summertime with her family.

Jennifer Bauder Jennifer Bauder
Client Service Representative

Jennie Bauder, Client Service Associate, joined Stephens Wealth Management in November of 2016 with over 14 years of operational experience in financial planning. Her time here will be spent primarily working with clients of Stephens Wealth Management Group, Inc.

Prior to joining the team in 2016, Jennie was a Client Service Manager for 13 years at The Center for Financial Planning, an independent firm. Jennie earned her Bachelor’s Degree in Business Administration and an Associate’s Degree in Accounting from Baker College. She has taken many professional courses including Dale Carnegie training and is inspired to continue her education through completion of the MBA program.

Living for the moments you can’t put into words, when not at work, Jennie and her husband Kelly enjoy spending meaningful time with their pre-school daughter, Emma. Jennie also enjoys traveling, and spending as much time as possible with family and friends. When she’s not hitting the road, she quiets down with craft projects, home improvements/decorating, scrapbooking, and planting. As an active member of the Flint Junior League as well as the President of her daughter’s school Parent Involvement Committee she is always on the go. Jennie’s hometown is Davison, and currently resides in Mundy Township.

Chandler Fish Chandler Fish
Executive Assistant

Chandler joined the team in 2012 as a part-time college intern. Since then, her role has greatly expanded and she has been with the team full-time since 2015. Chandler supports research and analysis, operations and client services as she is dedicated to offering the highest standards of service to not only our clients, but the entire team that works at Stephens Wealth Management Group. Her great attention to detail and willingness to assist others makes Chandler easy to work with and a valuable asset to our team.

Chandler earned her Bachelor’s degree in Journalism from the University of Michigan - Flint, where she graduated with high honors.

Chandler’s hometown is Davison and today lives in Burton. When not at work, Chandler enjoys reading and spending most of her time with her three dogs; Bella, Remy and Tyson.

How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
Map and Directions
FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
Map and Directions

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