Britt Stephens works directly with clients on their portfolios as well as portfolio design and management for the team.
Britt’s interest in finance started early. With family members already working in the industry, he was exposed to the field from a young age and chose to build his career around it.
He began his career in 2009 at the Waddell & Reed headquarters in Overland Park, Kansas. Three years in the Contact Center as a Client Services Representative and Team Lead gave him direct experience working with clients and advisors on incoming inquiries. He then moved into management, spending five years overseeing several Operations teams and quality control for client accounts. That combination of front-line client work and operations leadership gave him a working knowledge of the business that few advisors bring with them.
In 2017, Britt joined the Lumena team and relocated to San Diego. As Vice President, he meets with clients, manages investments, and supports the firm’s business operations. The most fascinating part of his role is watching how different families care for and interact with one another. That observation drives how he listens, how he advises, and how he stays present through the long arc of a client relationship.
He holds a Bachelor’s degree in Business Finance with a Minor in Internal Auditing from Pittsburg State University in Pittsburg, Kansas.
His focus is helping clients and their families pursue their goals. He communicates openly and serves as a steady resource through the changes life brings.