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John Stephens is the Chief Operating Officer at Aspen Wealth Management. With over 30 years of professional experience, John oversees daily operations, manages budgets, handles HR functions, ensures compliance, and contributes to revenue growth for the firm. His key areas of expertise include compliance and human resources.
John holds a Bachelor’s degree in History from Lawrence University and a Master’s in History from Xavier University. Before joining Aspen Wealth Management, John spent thirty years as a Middle School teacher and Principal, a background that has equipped him with unique leadership, organization, and communication skills. His transition into the financial sector was driven by a need to support his wife, who was managing both the internal and external aspects of Aspen Wealth Management and an out-of-state real estate company after her father’s passing.
John’s dedication to the success of Aspen Wealth Management is unwavering. Guided by his personal mantra from Vince Lombardi, ‘The Dictionary is the only place where success comes before work,’ he has always believed in the value of hard work and its direct correlation to success. As a devoted Packers fan, this quote resonates with him and has been a driving force throughout his career.
Outside of work, John is a man of many interests. He finds solace in the great outdoors, whether it’s through travel, ice hockey, boating, hunting, or fishing.