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Providing Comprehensive
Financial Planning Services  
Based on Biblical Principles

48380 Van Dyke, Suite 200
Shelby Township, Michigan 48317 
586-739-3550

steve@covenantfinancialplanning.com

Team

 

Stephen T. Werner, FIC CCIA

Registered Representative

(586) 739-3550

(586) 739-0292

steve@covenantfinancialplanning.com

Steve has been in the financial services business since 1988. He holds insurance licenses for life, health, and variable products. He is a Registered Investment Advisor Representative, and holds FINRA Series 6, 7, 63, 66, and 79...
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Robert C. Wier, CLU, LUTCF, CLTC

Registered Representative

(586) 739-3550

(586) 739-0292

bob@covenantfinancialplanning.com

Bob has been in the insurance and financial services business since 1972. He holds insurance licenses for life, health, and variable products. He is a Registered Investment Advisor Representative, and holds FINRA Series 6, 7, 63, 66,...
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Becky L. Walter

Director of Client Relations

586-739-3550

becky@covenantfinancialplanning.com

Becky has been with Covenant Financial Planning since 2012. Call Becky to set up your appointments, schedule your review, or just have a friendly chat! She is our client relations director and takes care of the many day to day...
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