Episode 4 - Winston & Shane Stevenson

Winston P. Stevenson is the President and founder of Winston and Companies Retirement and Financial Services, a full service, holistic “Boutique” style family owned and operated financial firm. Boutique is a word used to describe how we prioritize building strong, personalized relationships with clients, fostering trust, and understanding. Our smaller size and focused approach allow for greater flexibility and agility in responding to client needs. Our clients love our small intimate approach to planning compared to the impersonal experience of the large wire houses and banks.

Shane Stevenson entered the financial services industry to help others feel secure in retirement. He enjoys seeing clients’ satisfaction as they uncover a sense of direction, which pushes him to help even more clients achieve their dreams.

Although officially joining the family firm in 2019, Shane has been around the firm since the day he was born, helping behind the scenes and even attending some client appointments in a baby carrier. Shane graduated from the Eller College of Management at the University of Arizona, earning a degree in business administration and marketing.

As a licensed advisor Shane holds Life and Accident and Health or Sickness Insurance Licenses in the state of Arizona. He has also passed the FINRA Series 65 Uniform Investment Adviser Law Examination.

Shane and his wife Kelly were married in November of 2022 at the Boyce Thompson Arboretum in Superior, AZ.

He is proud to be part of his family business, and he loves building relationships with clients. Away from the office, Shane and Kelly like to travel and spend time with their dogs.

Their holistic approach to retirement planning focuses on 5 key areas

1. Income Planning
2. Investment Planning for and in Retirement
3. Tax planning
4. Health Care Planning
5. Legacy Planning

Winston P. Stevenson and Shane A. Stevenson are both fully licensed fiduciary investment advisor representatives with their RIA Brookstone Capital Management utilizing the custodial services of Charles Schwab.

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