Gbds Stephen Hernandez

Stephen Hernandez, GBDS, currently serves as a Client Manager for Large Group at Bolton & Company, a position held since January 2021. Prior experience includes working as an Account Executive at Summit Financial Group from September 2014 to December 2019, where responsibilities involved managing employer-sponsored benefit plans, analyzing claims data, ensuring compliance with ERISA and the Affordable Care Act, and overseeing the implementation of benefit plans. Stephen's early career included internships at Wells Fargo Advisors, Pasadena Magazine, and Summit Financial Group, focusing on marketing, client communication, and financial advisory support. Stephen holds a Bachelor of Business Administration and a Bachelor of Science in Marketing from Southern Methodist University, completed in 2015.