Stevens Capital Partners

Michele Prell is a CFP® professional with 15 years of industry experience, currently serving at Stevens Capital Partners. Her prior roles include positions at Commonwealth Financial Network, CalmWater Financial Group, and Mariner Wealth Advisors. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s approach combines fundamental analysis with modern portfolio theory, offering tailored portfolio management and comprehensive financial planning services.

David Stevens CFP®,Founder & Principal After spending nearly 20 years of his career at TD Ameritrade, where he ran the largest advice practice in the nation, David founded Stevens Capital PartnersTM, an SEC fee-only Registered Investment Advisory Firm (formerly known as Purposeful Wealth). David is a University of Nebraska at Lincoln graduate, a series 66 licensed (Investment Advisor), and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a proud member of the National Association of Personal Financial Advisors and is on the Board of Directors for the Financial Planning Association of Nebraska. David has been a guest speaker and panelist at local and national conferences throughout the financial industry. David and the team focus on your life, family, and priorities to help you determine, navigate, and achieve your goals. His commitment to the fiduciary model of investment management is one of the pillars that support his work ethic and core values. ‍He and his wife, Natalia have four children and live in Omaha, where he enjoys attending and coaching their children’s academic, musical, and athletic events. He sits on several boards and enjoys making a positive impact in the lives of others. Part of that commitment is his pledge to donate 10 percent of the profits of Stevens Capital PartnersSM to his community.

Ryan Pramberg is a financial advisor at Stevens Capital Partners with four years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he serves as COO of SKOUT MEDIA LLC, a company specializing in website design and SEO blog writing. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create tailored portfolios and offers comprehensive planning services including retirement, estate, tax, cash-flow, insurance, and business/exit planning.

Jacob Anderson is a CFP® with two years of industry experience, currently serving as a financial advisor at Stevens Capital Partners. His prior experience includes roles at CMW, LLC and Carson Group. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create client-specific investment policy statements and conducts quarterly reviews to monitor performance and suitability.

Terrance Hutchins is a CFP® with 16 years of industry experience, currently serving as an advisor at Stevens Capital Partners. His prior roles include positions at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services business affiliated with his firm. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create tailored investment strategies and offers comprehensive financial planning services.

Achamenide Keyani Ahmadi is a CFA® charterholder with two years of industry experience. He is currently with Stevens Capital Partners, where he has worked since 2024. Prior to this, he was with Kosmos Management, LLC from 2022 to 2024 and has academic experience at the University of Paris I and VIII. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create tailored investment policy statements and conducts regular reviews to monitor performance and suitability.

Justin Carlson is a CFP®, ChFC®, and holds a Series 66 license with eight years of industry experience. He is currently with Stevens Capital Partners and has previously worked at CWM, LLC, Cetera Advisor Networks, and Thrivent Financial. Outside of his advisory career, he has been involved with Wolfpack Elite Basketball, LLC since 2015. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to create tailored investment policy statements and conducts quarterly reviews to monitor performance and suitability.

Vincent Pappalardo is a financial advisor at Stevens Capital Partners with two years of industry experience. He holds a Series 65 designation and has worked at Stevens Capital Partners since 2023. Prior to his advisory role, he worked at Zans Kosher Deli for three years and was a full-time student for ten years. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental analysis with modern portfolio theory to develop client-specific investment policies and conducts quarterly performance reviews.

Jason Wintersteen is a financial advisor at Stevens Capital Partners in Omaha, NE, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and FBL Financial Group prior to joining Stevens Capital Partners. Stevens Capital Partners provides investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach combines fundamental analysis with modern portfolio theory and includes tailored portfolio management, use of outside managers, and comprehensive financial planning services.