Michael B. Stem, CRPS
- AVP, Retirement Services Officer
- Phone: (814) 533-5481
- Email: [email protected]
- Office phone: (814) 533-5481
- Email: [email protected]
AVP, Retirement Services Officer
Favorite Quote
Don't ever promise more than you can deliver, but always deliver more than you promised."
-Lou Holtz
Michael handles business development and administration for trust and IRA accounts, as well as investment agencies, estate settlements and special needs trusts.
“It's a great feeling assisting individuals, business owners and charities meet their financial goals every day.”
Education and Certifications:
- Bachelor of Science Degree, Accounting - Indiana University of Pennsylvania
- Certificate of Completion: Wealth Management and Trust School, Level 1 & 2
Unknown Fact about Michael:
Huge fan of the Notre Dame Fighting Irish
At the Top of Michael's Bucket List:
Play golf at Pebble Beach in California.