Advisor Spotlight

Exit & Retirement Strategies

Our Advisor Spotlight series features casual conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans.

This Spotlight features Stephen Brubaker, CFP®, AIF®, CLU® and Jennifer Kast, AIF®, of Exit & Retirement Strategies.

Key Takeaways

Cultivate relationships from an acquired book of business
Retain assets with sticky, multigenerational relationships
Gain referrals to next generation and your clients' network
Advantages of Everplans over other tools with a vault feature

Check out the Exit & Retirement Strategies Case Study

Watch the Spotlight

Hightlight: ROI & Rationalizing Fees

Full Spotlight

About the Speakers

Stephen Brubaker
CFP®, AIF®, CLU®
Wealth Management Advisor
Exit & Retirement Strategies

Jennifer Kast
AIF®
Wealth Management Advisor
Exit & Retirement Strategies

Stephen has a Bachelor of Science degree in finance from Miami University in Oxford Ohio and for fun, Stephen is an avid baseball fan and loves to travel with his wife and two daughters.

Having started her career at Chase Bank, Jennifer quickly discovered her desire to work in the financial industry on a more boutique level. She is committed to building strong client relationships, working alongside the advisors at ERSI that help others make informed decisions about their future.

She graduated from Fort Lewis College with a Bachelor of Arts (Business Administration/Management), and passed her Series: 6 (Investment Company and Variable Contracts Products), 7 (General Securities), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law).

Whether its rock climbing, mountain biking or skiing, Jennifer loves being outdoors with her husband, Fabian. She has two dogs, Lola and Oliver, and is also a member of the Cancer League of Colorado.