TROY, Mich., – Rehmann, a fully integrated financial services and advisory firm, announced Steven Gibson has been hired as a Principal in its wealth management division at the firm’s Ann Arbor office.
“We are thrilled to have an industry leader like Steven join our wealth management team,” said Randy Rupp, CEO of Rehmann. “With his extensive and innovative understanding of financial planning and retirement plans, we know Steven will be an asset to clients and advisors alike.”
In the position, Gibson will develop creative strategies to help clients work toward meeting their financial goals, integrating retirement plan design, consulting, administration and investment advisory services with overall business and financial plans. He will work with a cross-functional team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs.
Gibson’s service areas include investment analysis and portfolio design, fiduciary due diligence support, retirement plan consulting, plan participant education and communication, and plan design and implementation.
Gibson began his financial services career in 2008 and has consulted on a variety of different plans for corporations, not-for-profits and governments.
Gibson holds the Chartered Financial Analyst (CFA) certification, Certified Plan Fiduciary Advisor (CPFA) and the Series 65 certification. He is actively involved in professional organizations, including the National Association of Plan Advisors, Michigan Association of Public Employee Retirement Systems, Alliance Benefits Council of Detroit, CFA Institute and CFA Society of Detroit. Gibson was recognized nationally as a NAPA top retirement plan advisor under 40 from 2017-2020.
An Eastern Michigan University graduate, Gibson holds a bachelor’s degree in economics.
Rehmann is a fully integrated financial services and advisory firm that provides accounting and assurance, comprehensive technology, accounting and human resource solutions, specialized consulting and wealth management services. For more than 75 years, Rehmann has provided forward-thinking solutions and made it a priority to anticipate our clients’ daily and future needs. Rehmann has nearly 900 associates in Michigan, Ohio and Florida. Rehmann is an independent member of Nexia International, offering clients a global approach. Find us online at rehmann.com.
Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.
Contact: Holly Shier