Stephen Wright

ASSISTANT:

• Heidi Luchs - heidi.luchs@jwcemail.com

Steve had a thirty-year career as a teacher before joining the team at Diversified Asset Planners in July of 1999. After teaching high school social studies in Rochester, New York for three years, Steve and his wife, Carol, found their way to State College and Penn State. Steve earned both Master’s and PhD degrees in history at Penn State. He had a 27-year career at the University where he held a number of administrative positions while teaching history on a part time basis. During the late 1990’s he was Director of the Department of Independent Learning and a member of a large team that developed the Penn State World Campus, the University’s digital learning platform.

Over a period of almost 25 years, Steve has developed his financial planning business and grown his client base. He holds FINRA series 7 and 65 license and is a Registered Representative of JW Cole Financial, Inc. based in Tampa, Florida. Steve has approximately 200 clients in 19 different states and specializes in retirement planning. He is licensed to represent a number of companies offering a range of insurance products including fixed and variable annuities. Steve meets with clients on a regular basis to review the performance of their investments and discuss changes that might need to be made. Many of his clients have been a part of Steve’s practice from the beginning which has enabled him to assist in securing their financial futures. Most of all, Steve has viewed his work with his clients as that of a teacher wanting to be certain that the individuals and families, he works with understand how their individual investments work and fit together within overall portfolios.