Our expertise is your biggest asset

Alice Marie Wagener Alice Marie Wagener
Client Service Representative

With more than 18 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’s 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 reading, shopping, biking and watching her daughter play soccer and softball. She also serves as a first-grade Catechism teacher at St. Pius X Catholic School in Flint.

Richelle Verran Richelle Verran
Registered Client Service Representative

Richelle has more than 20 years of experience in the financial services industry and holds Series 7, 9, 10 and 66 licenses. She enjoys having the opportunity to develop long-standing relationships with clients, helping them plan and manage their finances throughout all stages of their lives.

Before joining our team in 2013, Richelle was a financial planning specialist at Smith Barney/Morgan Stanley and an operations/compliance associate at Paine Webber. She attended Mott Community College and Arizona State University.

Richelle is from Flint and today lives in Swartz Creek with her husband, Michael, and children, Kevin and Jessica. In her free time, Richelle enjoys biking, gardening and attending her children’s sporting activities.

Brittany Castano Brittany Castano
Registered Client Service Representative

Brittany has over 4 years of experience in the financial services industries, providing excellent client service as a sales assistant and financial services representative. She is licensed with her Series 7 and Series 63 and personally assists the Austin Texas office in serving clients and managing all the administrative duties it entails.

Before joining the team in 2013, Brittany was a business and property manager for a land developer for over 4 years. Being family oriented, she is raising her son and enjoying spending time on his activities. Her future goals include achieving additional licensing and industry designations.

San Antonio is Brittany's hometown but she has resided in the Austin/Dripping Springs area, for almost 10 years. Brittany describes herself as a hobbyist – knitting, painting, redesigning furniture and anything crafty. Her adventurous son, Lawrence Jaxon whom she calls him (LJ) keeps her on her toes!

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.

Gayle Pickett Gayle Pickett
Operations Assistant

Gayle is involved with all operational aspects of Stephens Wealth Management Group, including developing company databases, producing client performance reports, creating company reports, billing and vendor payments, and maintaining the calendars for our branch and managers. With more than 8 years of experience, she also serves as the liaison between our team and our IT consultants.

Before joining our team in 2008, Gayle spent 10 years at NFO Research in Toledo, Ohio, an international marketing research company, where she oversaw usage of a companywide database. Gayle has also worked as an administrative assistant at Co-Venture Investments, a real estate investment company in Grand Blanc, and at Rachor, Purman & Tucker, a CPA firm in Flint.

She earned an associate’s degree in business administration with an emphasis on microcomputer applications from Baker College in Flint and a bachelor’s degree in social science with an emphasis on public administration from Michigan State University.

Originally from Port Huron, Michigan, Gayle today lives in Grand Blanc with her husband, Earl. She has two daughters, Sara and Erin. In her free time, Gayle enjoys reading, running and being active in her church, Faith Lutheran Church.

Chandler Fish Chandler Fish
Client Service Specialist

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 //
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
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