Meet Our Advisory Team
Our Flint-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.
Our team also has deep experience working with business owners, entrepreneurs, and women investors in the greater Flint metro area.
If you’re searching for a financial advisor in Flint, MI our team is ready to support your financial goals.
Connect with Us
Managing Directors
Kimberly Waldman
Managing Director
Kimberly is a Managing Director in the Beacon Pointe Flint, MI office, and ensures excellence across all aspects of client service and business operations, bringing a thoughtful and solutions-oriented approach to supporting clients and the advisory team. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Kim spent nearly two decades in management consulting, serving as Vice President responsible for developing and overseeing an organizational performance business line for federal and commercial clients. Earlier in her career, she owned a small business and served as COO for a Tier II automotive supplier. Kim holds a Bachelor of Science degree from the University of Michigan and a Master of Science in Organizational Development from Pepperdine University, as well as an Organization Development and Change Management Certificate from Georgetown University. Originally from the Plymouth-Canton area and now residing in Milford, Kim enjoys traveling, spending time with family and her Bernedoodles, Cooper and Theodore, and playing pickleball.
Sheryl Stephens
Partner, Managing Director
Sherri is a Partner and Managing Director of the Beacon Pointe Flint, MI office. With more than four decades of experience as a trusted advisor, Sherri specializes in guiding businesses, high-net-worth individuals, and multi-generational families through complex and comprehensive wealth management needs. She began her career as an intern at Stephens Wealth Management Group, where she built a trusted team, quadrupled the size of the practice, and ultimately became the owner of the practice in 1994. SWMG was acquired by Beacon Pointe in 2025. Throughout her career, Sherri has earned national recognition as a leader in her profession, played an active role in mentoring women in finance, and served in key governance and philanthropic roles across the Flint community. She is a trustee and Investment Committee chair for the Community Foundation of Greater Flint and has previously served as board chair. She also sits on the advisory board for the University of Michigan-Flint School of Business and sponsors a scholarship supporting aspiring financial professionals. Additionally, she serves on the board of McLaren Hospital and is a founding member of the Women’s Leadership Alliance, whose mission is to attract, develop, and engage tomorrow’s promising women leaders in order to grow and strengthen the financial advisory profession. Sherri holds a Bachelor of Business Administration from the University of Michigan-Flint. Her accomplishments have been recognized through numerous industry and community awards, including the UM Flint School of Management Outstanding Alumni Award (2025) and repeated national rankings by Forbes, Barron’s, and the Financial Times. Outside of the office, Sherri enjoys traveling, running, biking, boating, and spending time with her family.
Wealth Advisors
Charlie Bruckman
Associate Wealth Advisor
Charlie is an Associate Wealth Advisor in the Beacon Pointe Flint, MI office. He supports Senior Advisor, Jason Guenther, in working with clients to build thoughtful, goals-based financial plans and enjoys collaborating with clients to help them pursue long-term financial success. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Charlie served as a Client Relationship Associate and Investment Analyst, contributing to investment research, 401(k) initiatives, and the firm’s Investment Committee. Charlie graduated from the University of Michigan, Ann Arbor, with a bachelor’s degree in economics. Active in his community, he volunteers with the Knights of Columbus and participates in local events and fundraisers. Originally from Owosso, he enjoys spending summers up North at his family cabin, golfing, fishing, and spending time on the lake. At home, Charlie is a dedicated Michigan football fan and enjoys watching movies.
Jason Guenther, CFP®, CEPA®
Senior Wealth Advisor
Jason is a Senior Wealth Advisor in the Beacon Pointe Flint, MI office. Jason brings nearly three decades of experience helping clients navigate their financial lives through thoughtful, goals-based wealth management. He specializes in developing customized financial plans and investment strategies tailored to the unique needs of individuals and families. Prior to Stephens Wealth Management Group (SWMG) joining Beacon Pointe in 2025, Jason served as Chief Investment Officer and Senior Wealth Advisor at SWMG, where he led the firm’s investment management department and chaired the investment committee. Prior to SWMG, he worked for an independent wealth management firm in the Chicago area and for Ayco Company, L.P., a Goldman Sachs company, providing comprehensive financial planning and counseling to corporate executives. Jason holds a bachelor’s degree in Finance and Psychology from Michigan State University and has earned both the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Certified Exit Planning Advisor (CEPA®) certification. Originally from Columbus, Ohio, and raised in Michigan, Jason resides in Rochester Hills with his wife, Becky, and their son, Alex. Outside of the office, he enjoys golfing, traveling, and spending time outdoors with his family.
Jessie Schlanderer, CDFA®
Wealth Advisor
Jessie is a Wealth Advisor in the Beacon Pointe Flint, MI office. She leverages her analytical background to guide clients through personalized, holistic wealth strategies and contributes to portfolio oversight through her work on investment-related initiatives. Jessie works with clients in all stages of life and holds the Certified Divorce Financial Analyst® (CDFA®) designation, enabling her to help clients navigate the financial complexities of divorce with clarity and confidence. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Jessie served as a Private Wealth Financial Consultant with Wells Fargo Advisors, where she developed deep expertise in portfolio management and client advisory work. She also previously held roles within the mortgage and consumer banking divisions at Bank of Ann Arbor. Jessie holds a Bachelor of Science in Actuarial Mathematics and Mathematics of Finance and Risk Management from the University of Michigan. Passionate about community service, she has been actively involved in organizations across Washtenaw and Livingston Counties, including serving on the board of the Women’s Exchange of Washtenaw and participating in Ann Arbor Women for Good. She has also been a dedicated member of the United Way of Washtenaw County’s Emerging Philanthropists group, where she previously served as Committee Chair and was honored as Volunteer of the Year in 2018. Originally from Dexter, Jessie lives in Brighton with her dog, Memphis, and fiancé, Jeff. Outside the office, she enjoys golfing, crafting, traveling, and spending time with family. She is an avid hockey fan and can often be found at Michigan sports events or spending time up North.
Jill Carr, CPA, CFP®, CEPA®, CPFA®
Senior Wealth Advisor
Jill is a Senior Wealth Advisor in the Beacon Pointe Flint, MI office. She specializes in empowering individuals and families through comprehensive financial planning, drawing on deep expertise in taxes, estate planning, and personal finance. Jill is passionate about helping clients build confidence in their financial lives, prioritizing education and thoughtful, client-centered guidance. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Jill led financial planning strategy, contributed to investment committee initiatives, and supported retirement plan services. Jill holds a Bachelor of Scientific and Technical Communication from Michigan Technological University and a Bachelor of Accounting from the University of Michigan-Flint. She is a Certified Public Accountant (CPA) in the State of Michigan, a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Exit Planning Advisor (CEPA®), a Certified Plan Fiduciary Advisor® (CPFA®), and an Investment Management Consultant through the Raymond James Institute of Investment Management Consulting. Deeply rooted in the Flint community, Jill serves on several boards of non-profits in the area. She is also a member of the Flint Women’s Forum and the Junior League of Flint. Outside of the office, she enjoys spending time with her family and friends, reading, and staying up to date on the latest TV shows.
Tyler Stephens
Wealth Advisor
Tyler is a Wealth Advisor in the Beacon Pointe Flint, MI office. With more than a decade of industry experience, Tyler is passionate about helping individuals and families understand their financial goals and prepare for their retirement years through thoughtful, personalized planning. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Tyler served as a Financial Advisor at Financial Plus Credit Union and previously worked with the Stephens team earlier in his career. Committed to giving back, Tyler is active with the Gen Forward Network, a young philanthropic giving circle supporting nonprofit initiatives across Genesee County. He also enjoys coaching youth baseball and lacrosse. Tyler holds a Bachelor of Business Administration from the University of Michigan-Flint. Originally from Davidson, he now resides in Fenton with his wife and their three children. Outside of the office, he enjoys the outdoors and spending time with family.
Victoria Boswell, MBA, CIMA®
Partner, Senior Wealth Advisor
Victoria is a Partner and Senior Wealth Advisor in the Beacon Pointe Tampa, FL office. With more than two decades of experience in the financial services industry and more than ten years advising clients directly, Tori works with individuals and families nationwide, offering strategic investment guidance rooted in deep industry expertise. As a Certified Investment Management Analyst® (CIMA®), she helps clients build thoughtful investment strategies aligned with their long-term goals. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Tori began her career as an options trader on the Chicago Board of Trade. She later served as a regional investment consultant with Raymond James and Bank of America, followed by a role as Regional Vice President at Eagle Asset Management, where she provided research, analysis, and investment strategy recommendations to financial advisors, high-net-worth clients, and institutions. Tori is actively involved in her community, serving on the Alumni Advisory Committee for the Pi Beta Phi sorority at the University of Tampa. She holds an MBA from the University of South Florida and a bachelor’s degree in accounting from the University of Alabama. A Tampa native, Tori enjoys travel, golf, boating, and fishing in her free time.
Client Service & Operations
Alice Wagener
Client Service Associate
Alice is a Client Service Associate in the Beacon Pointe Flint, MI office. She works closely with clients across Michigan, Florida, and nationwide, bringing over two decades of financial industry experience to the team. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Alice spent ten years with Robert W. Baird & Company and two years with Morgan Stanley before building a long-standing career at SWMG. Earlier in her professional journey, she held roles in medical billing for OB-GYN and family medicine practices, where she developed her passion for helping people and forming meaningful relationships. Alice holds an associate degree in business from Baker College. Active in her community, she has volunteered with St. Pius X Church in Flint, the Food Bank of Eastern Michigan, the North End Soup Kitchen, and Swartz Creek Community Schools. Originally from Flushing, Michigan, Alice enjoys summers at her family cabin in Oscoda with her husband, Bob, and their dog, Angel. She enjoys long walks, relaxing at the beach with a good book, and exploring local antique shops and boutiques.
Bernadette Rainear, CPFA®
Relationship Manager
Bernadette is a Relationship Manager in the Beacon Pointe Flint, MI office. She brings nearly two decades of experience in the wealth management industry, supporting advisors and clients with a strong focus on delivering exceptional service. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Bernadette led client service initiatives, providing coaching and training to elevate team capabilities and performance. She also oversaw key operational functions, including the firm’s 401(k) program. Bernadette is a NAPA Certified Plan Fiduciary Advisor (CPFA®) and holds a bachelor’s degree in Elementary Education from Pillsbury College and a master’s degree in early childhood education from Oakland University. Flint has been home to Bernadette and her husband, Chris, for more than 30 years, and they are enjoying the new adventures of life as empty nesters.
Chandler Fish
Senior Operations Associate
Chandler is a Senior Operations Associate in the Beacon Pointe Flint, MI office. She specializes in supporting clients and internal team members through exceptional service, operational expertise, and a thoughtful, detail-oriented approach. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Chandler began her career at SWMG as a part-time college intern and grew into a versatile team member. Chandler holds a Bachelor of Arts degree in Journalism from the University of Michigan-Flint. Outside of the office, she enjoys being a mom to her young children, finding quiet moments at home, and traveling to Florida to visit her sister and niece.
Kari Harber, FPQP®
Senior Relationship Manager
Kari is a Senior Relationship Manager in the Beacon Pointe Flint, MI office. Kari brings more than 20 years of experience in the wealth management and financial planning industry, specializing in delivering exceptional client experience and supporting both clients and team members with thoughtful, process-driven service. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Kari served as a client service lead and paraplanner, developing key procedures, mentoring team members, and assisting clients with a wide range of service and planning needs. Kari earned the Financial Paraplanner Qualified Professional® (FPQP®) designation and holds a certificate in Paraplanner Development. Originally from Chesaning, MI, Kari enjoys camping in northern Michigan with her husband, Jeremy, cheering on her children’s athletic events, and spending time with their dogs.
Stan Seybold
Marketing Manager
Stan is a Marketing Manager in the Beacon Pointe Flint, MI office. Stan is dedicated to creating an exceptional client experience, applying his expertise in branding, social media, website development, and event planning to support clients, partners, and the broader team. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Stan began his career supporting Chrysler’s prototype builds for advertising, photography, shows, and events while working for a Tier 1 supplier, where he built and expanded the company’s marketing function. Stan holds a Bachelor of Science degree from Michigan State University. He is an active volunteer with Genesee County Eastern Food Bank and plays a key role in fostering community within the workplace by organizing wellness programs – including Commit 2 Fit, sponsored by the Greater Flint Health Coalition – and coordinating interoffice and client events. A proud father of two adult children and a grandfather, Stan enjoys spending time outdoors in the summer, attending concerts, staying active, and working on seasonal projects. In the fall, he looks forward to college football and the changing leaves, and in the winter, he frequently travels to warm destinations to make the most of the season.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
