We’ve helped individuals and families across the greater Tucson area and beyond create a retirement plan that aligns with their heart for generosity.
Our team of financial advisors has helped hundreds of families in the Santa Cruz Valley and beyond understand their financial situation so they can steward their relationships, hobbies, and wealth without worry. We’re a fiduciary, meaning we provide objective advice that’s in your best interest. From planning for the future to executing your plan when you retire, our team will walk with you and ensure that you are ready to spend your golden years in a way that reflects your values.
If you are local to the Green Valley area, you and your family are always welcome for in-person meetings instead of phone or video calls. Our staff loves to see our clients face-to-face! For us, there’s nothing better than sitting down with you over a cup of coffee and helping you make a plan to pursue generosity and live a fulfilling retirement.
In April 2004 Bill opened W. F. Stevens Financial Advisors, LLC. Prior to forming his own company, Bill was a financial advisor in Green Valley for 10 years with A.G. Edwards & Sons, Inc.
In 2005 Bill became a member of Kingdom Advisors, a community of Christian financial professionals integrating faith and practice for Kingdom impact. He leads the Kingdom Advisors Study Group in Tucson which meets monthly for lunch, learning, and fellowship.
Bill is a past president and former member of the board of directors of the Gospel Rescue Mission, a faith-based homeless shelter and long-term restoration program based in Tucson, Arizona. He is a past president and former member of the Valle Verde Rotary Club of Green Valley. He is also a past board member of the Community Performance & Arts Center as well as the Country Fair White Elephant in Green Valley.
Bill has spoken throughout Southern Arizona in support of Cuirim House, a faith-based outreach center in Nogales, Sonora, Mexico, the goal of which is to alleviate material & spiritual poverty and develop leaders in a tough part of the world.
Bill, his wife, Tammi, and their six children live in Green Valley where their respective families have lived for over 40 years. They enjoy hiking, mountain biking, road trips and home educating their children.
The Stevens are members of Grace Church of Sahuarita, where Bill serves as an elder, a member of the men’s ministry leadership team, and a youth group leader.
Bill was born in Grosse Pointe, Michigan. He grew up in the Denver, Colorado, area and moved to Green Valley, Arizona, at age 16. A graduate of Sahuarita High School, Bill received a bachelor’s degree in civil engineering from the University of Arizona. He was a seagoing officer in the United States Navy for five years, serving in combat during Operation Desert Storm.
Bill enjoys target shooting and has sponsored gun safety classes for clients and their friends. In June 2011, Bill completed an intensive program to become a licensed Emergency Medical Technician. Bill enjoys an occasional golf lesson, but does not golf regularly, believing he would be the first person to achieve a triple digit golf handicap.
Debbie joined our team in March 2021 as our Operations Manager.
Debbie relocated with her husband to Tucson from the Chicago metropolitan area in 2019. Prior to her move to Arizona, Debbie enjoyed a 30+ year career in the banking industry in Chicago. Debbie’s focus has always been on exceptional client service and branch management.
Debbie and her husband have 2 adult children. Their son is an oncology pharmacist, and their daughter is an ICU nurse. In their free time, she and her husband enjoy spending time with friends, serving in their church and venturing out to see all that Arizona has to offer.
Emily Glabe serves as Client Services Manager. Emily is a true native of Southern Arizona. She grew up in Amado, Arizona and later moved to Green Valley. She attended Sahuarita High School and graduated form Sahuarita Edge Charter High School. She furthered her education at Pima Community College. She enjoys spending time with her 3 children and her large extended family. She brings deep administrative experience and skills and enjoys working with people.