Strategic Partners

Stephen A.
Wright

Wealth Management
& Institutional Services
Chuck Briggs

Chuck
Briggs

Marquee Benefit
Advisors

Stephen A. Wright, CFP®, CRPC®

Sr. Financial Advisor / Shareholder

Steve is a Sr. Financial Advisor at MCF Advisors in the Cincinnati / Northern Kentucky office. Steve has over 20 years of experience serving clients through all aspects of financial planning. As a fiduciary, Steve enjoys guiding clients through life’s many financial decisions in a way that aligns with their best interests and beliefs. Prior to MCF Steve was Assistant Vice President at Merrill Lynch and Morgan Stanley in the wealth management division. In 2005 Steve achieved the designation of CERTIFIED FINANCIAL PLANNER™ and in 2008, through the College for Financial Planning, earned the Chartered Retirement Planning CounselorSM certification. Steve graduated from Thomas More University with a degree in Business, emphasizing in Finance. While at Thomas More University he studied globalization abroad in Australia. Steve has been married for 21 years and has three children. He enjoys traveling, outdoor activities and reading. Steve serves on two local non-profit organization boards as well as deacon at his local church.

Chuck Briggs

IronRoad has been partnering with Chuck Briggs and his team for almost 14 years. Chuck’s extensive insurance and consulting background includes underwriting, developing, and managing complex cooperative and association plans and overseeing stop loss contracting. His team’s background in plan design management, cost projecting and client services rounds out the valued relationship. Chuck and his team average close to 30 years each in the insurance space. The team’s goal is long term cost control and predictability of the plan and its members. Chuck’s team at Marquee benefits uses the latest in AI technology and advanced analytics, setting IronRoad is set apart from the competition.

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