< Meet the Investment Team

Senior Wealth Advisor

Stephen Skokos, CFP®

Stephen Skokos

Senior Wealth Advisor
 

Stephen Skokos is a senior wealth advisor serving the Washington County and Kanab areas. He has been with Mountain America since 2008.

Stephen believes people are at the heart of what we do. He works with his clients to evaluate their complete financial picture and assists in bringing it in line with their future goals. His holistic approach encompasses debt management, saving and investment strategies, and estate planning services.

Skokos is a graduate of the University of Utah, where he received a Bachelor of Science in economics. In 2014, after meeting their rigorous credentialing standards, he was recognized as a CERTIFIED FINANCIAL PLANNERTM by the Certified Financial Planner Board of Standards, Inc.

Stephen has had the opportunity to live in China and New Zealand and is proficient in Mandarin Chinese. Before joining Mountain America, he worked as a consultant for the U.S. Commerce Department in Shanghai, China, promoting American interests abroad.

Stephen enjoys serving in his community and has had multiple leadership roles within the Boy Scouts of America. He is an outdoor enthusiast and enjoys snowboarding, hiking and camping with his family. Stephen and his wife have a son, a daughter and an Australian Shepherd. They currently live in St. George.

Branches Served
Cedar City—Main St.
Cedar City—Providence
Hurricane
Kanab
Washington
Washington Fields


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