|CHARLES STEVENS – President of Stevens & Company, and Registered Representative of The O.N. Equity Sales Company. I was born on 10/16/55 and raised in Youngstown, Ohio. I am a 1973 Ursuline High School graduate. I entered the insurance business in January of 1976, and have continued in the insurance and investment field ever since. From 1976 to 1995, I was manager for MetLife in Canfield, Ohio. In May of 1995, I opened Stevens & Company. We have been operating as an independent, full-range insurance and investment institution since that time.
Currently, I hold a LUTCF designation which involves extensive education in the areas of personal and business insurance planning. I am currently a member of the National Association of Insurance and Financial Advisors, serving on the Mahoning Valley Board of Directors, and as chairman of Professional Development I have attended numerous insurance courses in the area of Estate Planning.
I am married with 3 daughters. I am an active member of St. Charles Church in Boardman, currently participating in many church functions and groups.
|C GORDON SCULL – Vice-President of Steven & Company and Registered Representative of The O.N. Equity Sales Company. I was born on 3/10/48 in St. Mary’s, Pennsylvania. I graduated from St. Francis College with a degree in finance/management. After graduating from St. Francis, I relocated to Youngstown, Ohio and have been here for the last 35 years.Starting out, I was involved in a family business for 20 years and for the past 15 years, I have been in the insurance and finance industry. I currently hold a LUTCF designation, CLU designation, Certified Sr. Advisor position and am working on my CHFP designation. I am a principal in the Seniors Financial Group, and a past president of The Youngstown Association of Insurance and Financial Advisors. I am a member of the Million Dollar Round Table, Court of the Table and a Trustee of the Fish & Game Club of Vienna, Ohio.
I am married with 4 daughters and an active member of Holy Family Church in Poland, Ohio, as well as participating in many church functions and groups.
|GERALD F. DREIER – A Registered Representative with The O.N. Equity Sales Company and has been with Stevens & Company since January of 2000.
I hold a Bachelor of Science degree from the University of Nebraska and Juris Doctor degree from the University of Toledo.
I was employed as a trust officer at various banks for over 15 years, working in the investment, estate planning, and retirement planning areas. Since 1995, I have been independently engaged in providing comprehensive financial planning services. My areas of specialization are investments, retirement planning and estate liquidity planning.
I am currently a Certified Financial Planner ™ practitioner and hold an LUTCF designation.
I am currently an active member of Holy Family in Poland, Ohio, as well as an active member of the Knights of Columbus.
|ADMINISTRATIVE STAFF – We currently have 3 administrative staff members to help you with your insurance needs. The staff is well educated, friendly, courteous and ready to help you in any of the insurance areas you may have questions about. Our staff is dedicated to providing the highest level of service in a friendly and courteous manner. Our staff has over 50 years of combined service of helping clients solve their problems.|