The National Association of Plan Advisors (NAPA) named Troy-based Rehmann’s Steven Gibson among the Top 100 Young Retirement Plan Advisors.
“Steven serves all his clients with integrity, creating strategies that help them meet or exceed their financial goals,” says Ryan Sullivan, managing director of wealth management at Rehmann. “In addition to tremendous client work, Steven lends his creative thinking to the work we do across Rehmann and in the local community.”
Since joining Rehmann as a principal in 2020, Gibson’s service areas include investment analysis and portfolio design, fiduciary due diligence support, retirement plan consulting, plan participant education and communication, plan design, and implementation.
Gibson began his financial services career in 2008 and has consulted on a variety of different plans for corporations, not-for-profits, and government entities. He has extensive knowledge in financial planning and the many facets of qualified and non-qualified retirement plans. Gibson is involved in professional organizations including the Michigan Association of Public Employee Retirement Systems, Alliance Benefits Council of Detroit, CFA Institute, and CFA Society of Detroit.
This year’s NAPA list was drawn from nearly 700 nominations provided by NAPA Broker-Dealer/RIA firm partners and vetted by a panel of senior advisor industry experts. The selected winners are chosen based on a combination of quantitative and qualitative date submitted by the nominees as well as a broker-check review.
Established in 2014, NAPA is an affiliate organization of the American Retirement Association created by and for retirement plan advisors. Membership includes retirement industry professionals who support the interests of plan advisors.
Rehmann is an integrated financial services and advisory firm that provides accounting and assurance, comprehensive technology, accounting and human resource solutions, specialized consulting, and wealth management services. Rehmann has nearly 900 associates in Michigan, Ohio, and Florida and has been in business for more than 75 years.