As your future comes into view, you may start to have questions—what do we
want our retirement to look like? How much do we have saved? Will we have
enough not just to live on, but to enjoy?
Doubts and worries can get in the way of your dreams and goals for retirement.
Not only that, but they can prevent you from seeing the opportunities that a
strong financial plan can present—like customized strategies that can help you
be more generous with your time, talent, and treasure in retirement.
Our Green Valley office is centrally located in the Santa Cruz valley, a convenient drive from Sahuarita, Amado, and even south Tucson.
You and your family are always welcome to in-person meetings at any stage of the planning process!
Our flagship office in Green Valley is located just off Continental Rd, easily accessible off of I-19. Stop by for a conversation about your finances with our experienced team—we’d love to have you!
Monday-Thursday 8:00a.m.—4p.m.
Friday 8:00a.m.—2p.m.
518 E Whitehouse Canyon Rd, Ste 110 Green Valley, AZ 85614
Schedule a conversation over a cup of coffee with our financial professionals at the Green Valley office. If we’re a good fit, we can start creating your comprehensive financial plan and get you started on the right foot.
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.