Britt Stephens

Britt Stephens began his career at the Overland Park, Kansas headquarters of Waddell & Reed in 2009. He spent 3 years in the Contact Center as a Client Services Representative as well as a Team Lead where he communicated daily with both clients and advisors assisting with all incoming inquiries. He then spent 5 years in management of several different Operations teams overseeing all types of transactions and quality control for client accounts.

Britt holds a Bachelor’s degree in Business Finance with a Minor in Internal Auditing from Pittsburg State University in Pittsburg, Kansas.

In 2017, Britt joined the Lumena team and moved his family to San Diego. The wealth of knowledge that he brings from his employment at Waddell & Reed combined with his education helps deliver a depth of technical experience with a unique capacity to serve clients.

Britt was born and raised in a small town outside of Wichita, Kansas. He likes to spend his free time hiking, relaxing at the beach and spending time with his wife and two children.