Stephen R. Swensen received his BS degree in Business Administration from Utah State University in 1996 and has been a financial advisor for over 20 years. He authored Bucket Bliss - A little story about a big retirement idea and developed the Bucket Bliss Strategy. This income planning strategy turned his consistent $200,000/year production into a thriving $1 million practice. He’s been featured in The Wall Street Journal and on ABC, CBS, NBC, CNN, and Fox.

He specializes in income planning for retirees, corporate executives and university personnel, and coaches financial advisors around the country on his income planning and practice management strategies. He’s an avid pilot and lives in a suburb of Salt Lake City, Utah.