Five Star award winner Stephen White

PROFESSIONAL PROFILE

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Stephen White

Summit Pointe Financial Group

2641 NE Mcbaine Dr

Lee's Summit, MO 64064

Office: 816-251-3333

Cell: 816-506-1347

stephenw@sptfg.com
www.sptfg.com

Professional Approach

Since 1991, Stephen White has seen all of the challenges that keep people awake worrying: What happens if? What happens if the market goes down - will I have enough to live on? My husband or wife just passed away - will I be alright? Will I be able to retire or will I have to keep working? What if my health changes and I can’t work? What happens if I need help or care? Will I be able to leave a legacy for my family? Helping people face those challenges and many others keeps Stephen excited for work each morning and guides his recommendations.

Helping good folks just like you to preserve and protect your assets, values, lifestyle, faith, and the people you care about is of the highest priority to him. Stephen strives to help you discover and implement actions that will make your intentions a reality. He utilizes a planning process designed to educate, organize, and prepare clients for the inevitable financial challenges of life, meaning he invests the time required to understand and value each client’s personal and financial goals, turning their desires into a concrete plan of action.

Over his career, Stephen has helped countless people with their greatest financial challenges: protecting the family against the unknown, avoiding overpayment of taxes, saving for retirement, helping people not outlive their income, navigating people through long term care issues and passing an inheritance to the next generation.

Although he earned a Bachelor of Science in Business Administration from the University of Central Missouri, Stephen’s education began far earlier. Growing up in Mineola, Missouri (population 60), he learned the value of a good day's work and saw what can be achieved when people pull together toward a goal.

Most of the financial goals he pursues for clients are ones he desires for his own family. He has been married to his beautiful wife, Renee, since 1996. They have two children: a daughter and son in law (expecting their first child ) and a son in the Air Force.

Stephen’s biggest passion is serving the Lord through the local church. Since 1985, he has served in a variety of roles – bus driver, numerous committees, teaching, hospital visits, Deacon Chairman.He also enjoyed participating in music and drama ministries, including numerous roles and solos for the Heart of America Christmas Pageant and even playing the role of the Cowardly Lion in a production of The Wizard of Oz. Currently he and his wife attend Abundant Life Church in Lee’s Summit Mo.
As busy as Stephen can be with work, family, and church, he always finds time to talk about his faith, family, his favorite sports teams and his hikes across the Grand Canyon. section to convey key information about you and your business.

See Accomplishments

This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2000 Kansas City-area wealth managers were considered for the award; 121 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (877) 663-7267.

Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal professional.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.