• Stephen J. Francis, CFP®

    Financial Advisor

    Branch Manager

Stephen Francis, Branch Manager, has been a Financial Advisor since 2005, insurance licensed since 2007 (long term care specialty), and a CERTIFIED FINANCIAL PLANNER since 2010. He also owns the Oak Knoll suite of companies as well as Oak Knoll Farm. On the farm, Steve raises Polled Dorset sheep and has fun in his woodworking shop.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.