Your Financial Steps, Simplified
Today’s financial landscape is unpredictable — the market, volatile — and your financial needs and goals are many and complex. Working your way through these complexities can often feel overwhelming, but this is where we excel. The Stepping Stone Financial team focuses on weaving together a plan that encompasses your diverse and changing needs, while navigating the intricacies of the financial world, resulting in a personalized plan that manages risk while also putting you in a better position to pursue your goals.
Your Tax Planning Specialists
Although you can probably find any number of financial planners online or in and around the South Holland, Illinois area, Stepping Stone Financial is uniquely positioned to help you keep more of your money through our hands-on approach to financial planning. As a part of our detailed process, we’ll work closely with your tax professional, digging deeper to help you find the most appropriate approaches for your situation. Our diligent tax planning strategies can result in significant tax savings.
Clint Verhagen, MBA
Financial Advisor and Owner
(708) 331-2000
Clint Verhagen has been a registered representative since 2000 and is the owner of Stepping Stone Financial. He received his Masters in Business Administration from Olivet Nazarene University in May, 2002; attended and completed St....
Amanda Thompson
Client Relations Manager
(708) 331-2000
Amanda@SteppingStoneAdvice.com
Amanda Thompson joined Stepping Stone Financial in 2007 as a Client Service Associate and serves not only as our efficiency expert, but also as our firm historian. Her constant interaction with our clients, intimate knowledge of their...
Alona Frieling
Office Manager
(708) 331-2000
After spending 20 years in real estate, Alona Frieling joined Stepping Stone Financial to provide us with her exquisite attention to detail and unmatched level of support for managing our office infrastructure, processes and procedures...
Tom Van Dellen
Financial Advisor
(708) 331-2000
Tom Van Dellen has been a registered representative since 2016. Prior to that, he was a director of financial consulting for hospitals and health networks throughout the United States. He received his Masters in Business Administration...
Your Every Step, Backed by Our Team
Each member of the Stepping Stone Financial team brings a unique element to the practice as we work together to serve our clients and our community. As a team, we are highly relational. We’ll take the time to get to know and understand your needs on a personal level. We’re also diligent — always eager to help answer your questions, address your concerns, and help you take strong steps forward in reaching your goals. With our dedicated team at your back, you can gain the confidence you need to pursue the life and financial future you desire. Let’s take the first step — together. Contact us today.
Parent Company: Cetera Financial Group
