Our Team

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Daniel Stephen
President & CEO

Daniel Stephen, President and Managing General Partner of Stephen & Associates, and Groveland Investment Group, has spent 24 years providing award-winning financial planning and wealth strategies to Nashville as well as the Greater Southeastern region, with offices in Nashville, Tennessee, Georgia, Florida, and Louisiana.  Dan is a financial specialist and strategist, as well as a Tennessee licensed insurance broker. He administers exceptional knowledge to analyze one’s best financial outcome and potential while assessing his client’s goals. The value that Dan and his firm brings to their clients is immeasurable and has brought peace of mind to countless numbers. His passion is to inform his clients about proper planning with maximized asset protection, savings, and growth decisions. In his 24 years, Dan has dedicated himself to not only his clients, but his client’s businesses as well as their loved ones, assuring everyone is provided with the highest quality in financial decision-making, eliminating any concern for their present and their future.  Originally from New Orleans, Louisiana, Dan is a 37 year resident of Nashville, and is married with three children. He is a music enthusiast and enjoys reading, gardening, sports, and church. He also works with the Chaplain’s Ministry Program for the Nashville/Davidson County Juvenile Detention Center and corporate sponsor to Lipscomb University Athletics.

Our firm coordinates property and casualty insurance, commercial liability, disability insurance, legal counsel, life insurance, tax accounting, retirement savings, real estate, and banking relationships.

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Russell Little
Financial Advisor

Russell Little is senior partner of Stephen and Associates, and Groveland Investment Group. Russell served has served the community as a County Commissioner to Williamson County, Tennessee, and as Chairman of the Board of Trustees to Williamson Medical Center Hospital, in Franklin, Tennessee.

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John Hoelzer
Financial Advisor

John K. Hoelzer is the Managing General Partner of Stephen and Associates, Wellington, Florida, office. With 35 years experience, he enjoys working closely with First Responders, teachers, and entrepreneurs to build their financial plans for success.

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Isaac Siddiqui
Financial Advisor

Isaac Siddiqui is a partner at Stephen & Associates, providing outstanding financial planning advisory to his clients for 13 years.

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Michael Mercurio
Financial Advisor

Michael Mercurio is Vice President of Stephen & Associates. With his 10 years of experience, Michael creates award winning wealth strategies for his clients. Michael has been featured in several podcast interviews for his knowledge of financial planning, and speaks to leadership groups focused on executive development programs.

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