Stephen Wagstaff

n with his clients. A career in the financial services has allowed him to utilize his degree in finance while still enjoying that one-on-one personal planning with families and businesses. Stephen earned his degree in Business administration with a specific emphasis in Finance from the University of Utah David Eccles School of Business and has spent the last 5 years helping clients achieve their dreams and goals in planning for the future. His most recent focus has been on helping small businesses manage their 401(k)’s and investment management. Stephen is a FINRA Series 7 and 66 licensed Investment Advisor Representative at Cook Financial Group and was previously awarded rookie of the year, as well as qualifying for the National Leaders Forum conference. When not at work, Stephen likes to spend his free time with his amazing wife Bridgette and his 4 wonderful kids, 3 boys and one girl, Brayden, Hallie, Austin and Grayson. He enjoys watching his kids play soccer, tennis and participate in wake surfing. Stephen is an avid University of Utah football fan. The family also enjoys trip to the cabin and riding four wheelers together. Investment Advisor and Financial Services Representative, assisting individuals & business owners.