Stephen Wershing

Stephen Wershing, CFP, is the President of The Client Driven Practice since September 2011, focusing on enhancing client engagement and referral generation among financial advisors. With extensive experience in leadership roles, Wershing has served on the Board of Directors for the Hochstein School of Music & Dance since September 2010, and as a Trustee for the Susan B. Anthony House from May 2007 to May 2014. Wershing also contributed academically as an Adjunct Faculty member at St. John Fisher College, teaching Personal Financial Planning, and held positions on corporate councils and advisory boards. Prior leadership experience includes President of Ensemble Financial Services, where a regional independent broker dealer was built, as well as the Financial Planning Association of Greater Rochester. Wershing earned a Bachelor of Science in Business Administration from Rochester Institute of Technology.