About Stephen

     Stephen M. Valley is a financial advisor of GWN Securities Inc. with Schuler Financial Group. Schuler Financial Group is a Springfield-based firm that specializes in comprehensive financial, retirement income, and estate planning. Stephen grew up in Springfield, Ohio, and comes from a history of family-owned businesses that have served the local area. His great-grandfather William Whitacre started Whitacre’s Pharmacy in 1910, a local store here in Springfield where his grandfather Michael Whitacre owned and operated for many years, and his mother Lisa Flores was a 4th generation pharmacist. His great-grandfather Lauris Valley owned and operated L.E. Valley Dairy Farm in Enon, Ohio, in 1929. His grandfather, Frank Valley, then ran it while working as a banker, & the farm is where the family still resides today. His father, Stephen C. Valley, is the founder of Good Valley Water, a bottled water and filtration company that has operated on this property now for over 10 years.

     Stephen earned his Bachelor of Business-Marketing degree from Wright State University in 2014. He began in the financial services industry right out of college in 2015. Stephen has spent much of his professional career working with several police & fire departments, school districts, as well as various business owners and unions throughout the state of Florida for 7 years. Stephen has now returned to Ohio to serve the Miami Valley area with their financial needs. He will be working directly with his mentor, Trent Schuler, President and CEO of Schuler Financial, who has over 30 years of experience and success in the industry.

     Stephen will be hosting quarterly educational seminars at Schuler Seminar Center, located in the same location as their office here in Springfield, Ohio. At Schuler Financial, we believe that the journey of financial security begins with a good understanding of the financial and investment basics. The purpose of the class is to address those topics and the philosophy we follow to get you to your goals.

     Whether you have never sought financial guidance before, are looking for reassurance that you are on the appropriate path to retirement, or are currently retired, these seminars are a great way for you to look at your personal situation and ensure your plan Is suitable for your unique situation. We look forward to building a lifelong relationship with our clients to carry them through that journey.