As the company celebrates its 50-year anniversary, Stephen Lukan became a managing partner of John E. Sestina and Company in 2016 through the completion of the firm’s succession plan.
Stephen’s background in communications and client service, coupled with his expertise in tax law and other financial planning fundamentals, has created a path for success with his clients at John E. Sestina and Company.
Stephen joined the John E. Sestina Network of Fee-Only Financial Planning Professionals in 2002, and he is a proud graduate of The Pennsylvania State University.
As a CERTIFIED FINANCIAL PLANNER™ Professional and an active Midwest Regional Board Member of the National Association of Personal Financial Advisors (NAPFA), Stephen's goals are to continue to improve the fee-only financial planning model, which John Sestina created.
“It is very rewarding to see clients succeed and know our guidance and advice has helped them achieve their financial independence and lifetime goals,” he said.
Stephen is also co-host of the radio show “Managing to be Wealthy with John Sestina” on 610 WTVN.