Broker Check

Team

 
Kevin has industry experience since 1984, when he first joined a national investment firm. He affiliated as an Independent Financial Advisor since 1992.

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Brian is a lifelong Xenia resident graduating from Xenia High School in 1996. His industry experience began in 2000 when he joined a national investment firm. He affiliated with LPL in 2003 as an independent registered principal.

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Bruce is a lifelong resident of Xenia. He graduated from Xenia High School in 1982. Bruce worked in the banking industry for 12 years; the last 2 were serving in the investment area of a National Trust Bank.

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Tobia Stinson

Financial Planning Associate

Tobia joined the Wichman, Newell and Stephan team in January 2015 as a Financial Planning Associate, partnering with Brian Stephan. As of May 2015 she holds a series 7 Securities Registration through Commonwealth Financial Network...

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Rebecca J. Kochsmeier

Registered Service Representative

Becca is originally from Elysburg, Pennsylvania. She graduated from Cedarville University in 2014 and currently lives in Cedarville with her husband, Phil. She joined Wichman, Newell & Stephan as an office assistant in June 2014 and...

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Beverly is the Office Manager for Brian Stephan she has been with us since January 2010. Her 16 years of professional office experience along with her training in office technology has made her an asset to our team. Beverly provides...

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Chrissy Baker

Administrative Assistant

Chrissy joined the Wichman, Newell and Stephan team in April 2011 as an Administrative Assistant to Brian Stephan. In this role, she assists in providing excellent customer service to all clients, she assists in all day- to- day office...

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Peggy Currey

Customer Service Assistant

Peggy Currey has been employed by Kevin Wichman since 1995. Associated with Commonwealth Financial since 2014, Peggy is a customer service assistant to advisor Kevin Wichman’s clients. Her duties include generating portfolio...

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