Stephan Mckee

I am a passionate and driven wealth advisor who specializes in providing wealth management, financial planning, and alternative investments for physicians, business owners, and high net worth investors. I currently work at 25 Financial, a leading firm that offers personalized and holistic financial solutions to its clients. I am motivated by helping my clients achieve their financial goals.

In my current role, I leverage my operational planning and process improvement skills to optimize the efficiency and effectiveness of the wealth management process. As a former Army Intelligence Major, I also use my intelligence analysis skills to conduct comprehensive research and due diligence on various alternative investment opportunities, such as real estate, oil, natural gas, wildlife, and various other opportunities. I have successfully built and maintained strong relationships with my clients, and have helped them diversify their portfolios, increase their returns, and reduce their risks.