Stephen Underwood, WMCP®, is a seasoned wealth advisor currently at Prevail Strategies since June 2021. Prior experience includes serving as a partner at Heartland Venture Group and a senior associate at Riveron Consulting, where a focus on business advisory and consulting was applied. Additional roles span operations accounting at EnLink Midstream and experience at PwC as an acting senior assurance associate, primarily auditing financial statements and evaluating internal controls for major entities. Early career experiences include internships in internal audit at Waddell & Reed and participation in economic development and collegiate relations initiatives. Stephen holds a Bachelor of Science degree in Accounting and Business Management from Baker University, completed in 2010.
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