Prior to joining CFS, Stephan was the President of Health Choice Advisor Agency for 10 years in Southeast Michigan. While leading that agency, Stephan developed a reputation as a trusted advisor for his clients due to his impeccable customer service and independent recommendations. Stephan brings this client centric philosophy to CFS as a Director in the firm’s income and retirement security division while also leading the health benefits and Medicare division. His passion for providing professional, unbiased guidance manifests itself while navigating his clients through a well defined process utilizing “Foundational Investments” that support a work-optional lifestyle.
Additionally, Stephan is certified in Medicare Insurance Products and the government exchange while also being a member of the National Association of Health Underwriters education foundation (NAHU). Through this expertise, Stephan is able to strategically shepherd individuals and businesses through the perplexing and cumbersome world of Small and Large Group Benefits, Individual Health Insurance, Medicare Supplements, Medicare Advantage and Medicare Rx plans.
Stephan has been interviewed by the Detroit Free Press and appeared on the Lifeline show that aired across the country for his professional insight during the Affordable Care Act (ACA) open enrollment season from 2015-2017. He is active in educating the community on healthcare and the available options through senior Medicare expos and health fairs across the state of Michigan. He has sat on several Blue Cross Blue Shield of Michigan panels that helped shape some of the Medicare plans offered today and in 2017 was awarded Diamond Level Status with BCBS, the largest Medicare insurer in the state.
Stephan holds a bachelor’s degree in business administration and management from Central Michigan University and has been licensed in the industry for over 10 years. He currently resides in Bloomfield Hills, Michigan with his wife and two sons. In his spare time, he enjoys spending time with his family and friends, golfing, boating, concerts and radio controlled airplanes.