Stephen Williams, MBA, RICP, serves as a Financial Consultant and Investment Consultant at Fidelity Investments since November 2021. Concurrently, Stephen holds a position as an Adjunct Professor of Managerial Finance at Grand Valley State University, teaching a 300-level undergraduate course since August 2019. Previously, Stephen co-founded Peak Financial, offering financial strategies and services, and served as Treasurer on the board of HOPE Gardens until September 2022. Stephen's prior experience includes roles as a Financial Adviser at Eagle Strategies LLC and a Financial Services Professional at NYLIFE Securities LLC, along with a significant tenure at New York Life Insurance Company as an Agent. Earlier roles encompass project management positions at Borgess Health and Spectrum Health, focusing on operational improvements and departmental growth initiatives. Stephen earned an MBA in Finance from Western Michigan University and a Bachelor's degree in Finance from Grand Valley State University.
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