Stephen Brubaker, CFP®, AIF®, CLU®
with ERSI since 2007
Wealth Management Advisor
Stephen Brubaker’s guiding philosophy is, “to postpone is punishing; to plan is priceless.” Since starting at ERSI, Stephen helps his clients daily to confront their financial situations and make informed decisions.
For Stephen, the most rewarding aspect of being part of the ERSI team culture is the continual growth mindset - how everyone is always pushing toward excellence, learning to create better outcomes for each client.
“Being in love with one’s work is key. We laugh and support each other, but also help each other to achieve a group commitment to excellent service.”
The clients Stephen works with have worked extremely hard building a business or career, and benefit from strategies for those who are beginning to experience success - and understand the importance of working with an advisor to see the big picture, not simply short term market activity.
“Helping others achieve their goals is a truly rewarding experience.”
Taking this consultative approach allows Stephen to be mindful of the busy lives of his clients as well as the importance of providing timely, expert advice. “Our clients are typically the ones to say they need someone who has done this before and help me to not screw up.” This involves having a continuous dialogue with clients, communicating how changes in the world and in their life should be accounted for in their plan.
Outside of the office, Stephen serves as the JDRF (Juvenile Diabetes Research Foundation) Board President for the Rocky Mountain Chapter to help cure Type 1 Diabetes and improve the lives of many.
Stephen and his wife Shayla have two daughters, Brenna and Emry. The family is looking forward to traveling to France and Spain in the near future to enjoy the historic and cultural offerings of Europe.
Education & Affiliations:
- Miami University in Oxford Ohio Bachelor of Science (Finance)
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter - CLU®
- Series: 7 (General Securities) & 66 (Uniform Combined State Law)