Our Team People first. Finances second.

Stephen Neubig
Client Services Associate

Stephen is the Client Services Associate at Pathfinder Wealth Consulting. In this role, he assists clients with account-related items and is a key contact for new client onboarding. He is enthusiastic about financial planning and the opportunity to assist clients in achieving their life goals.

Stephen grew up in Annandale, Virginia just outside of Washington D.C. and graduated from Virginia Tech in December 2013. Stephen spent 6 years in the IT industry as a web developer before realizing his true passion for financial planning and making a career change. He relocated to Raleigh in 2018 with his wife, Taylor. They have three daughters, Peyton, Avery, and Logan, and a Goldendoodle, Cooper.

In his free time, Stephen enjoys cheering on the Virginia Tech Hokies, working on house projects, and exploring new activities in Raleigh with his family.

Professional Affiliations:

  • Financial Planning Association
Stephen and Sports
Olafs
Stephen's Three Kids

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator