About Us

Navigating through all of the insurance and financial options available these days can seem daunting. Our goal here at Stephen B. Ebbecke & Associates is to educate you on all of the options available to you and to put a plan in place that pursues your needs and goals.

As brokers, we will shop around and find the exact life insurance, disability or long term care policy that fits your needs and budget. We are not captive, which means we have the ability to work with whatever carrier has the right policy for you.

As financial professionals, we can develop a strategy designed to address all of your financial needs as well. Stephen and Matthew will use their extensive knowledge and experience to help you achieve your financial goals.

Whether that is setting up an IRA, rolling over a 401K, planning for your child’s or grandchild’s college education with a 529 plan, or investing in mutual funds, Stephen and Matthew will partner with you to pursue these goals.

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Stephen B. Ebbecke

Stephen B. Ebbecke is the founder of Stephen B. Ebbecke and Associates. Stephen is a Certified Financial Planner (CFP designee), Chartered Life Underwriter (CLU designee) and Chartered Financial Consultant (ChFc). Stephen is a graduate of Villanova University with a Bachelor of Arts degree and captained the 1975 football team. Stephen is a Pinnacle Premier Partner with Lincoln Financial and a Registered Representative with Lincoln Financial Securities. Stephen has also received Lincoln Financial Group’s prestigious General Agency Channel “American Award” for his distinguished reputation in business and the greater
community. Stephen is married with three children.

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Matthew Ebbecke

Matthew Ebbecke is a Chartered Retirement Planning Counselor (CRPC) and an investment advisor representative with Lincoln Financial Securities. He holds Series 7 and 66 licenses and is a member of the Lincoln Financial Premier Partner Advisory Council. Matthew is a graduate of Pennsylvania State University with a Bachelor of Arts degree and is married with one child.

Stephen B. Ebbecke & Associates