Betty Grant

Betty GrantBetty Grant is a results-oriented executive who has successfully grown two businesses:  an executive search firm and the regional arm of a high-growth software company. As an entrepreneur and corporate executive, her ability to identify and execute business strategies has been a hallmark of her success. 

Betty, as one of the co-founders of O’Leary and Grant, an executive search firm, conducted numerous nationwide searches for senior executives from a range of disciplines, including IT, Finance, General Management, Marketing, Sales and Engineering.  Her clients were major corporations in a variety of industries including financial services, technology, manufacturing, distribution and healthcare. Prior to O’Leary & Grant, Betty spent 16 years in the software industry with Cullinet Software and Unisys.  She launched Cullinet Software’s business in the Twin Cities and over a period of eight years built an extensive sales and service organization in the Upper Midwest.  She was the recipient of numerous President’s Club and District Manager of the Year awards. 

In the encore phase of her career, Betty combines working with executives who are in transition with her commitment to the community. She serves on the board of the Playwrights’s Center, Minnesota Organization on Adolescent Pregnancy Prevention and Parenting, and The Works – a hands-on engineering and technology center for kids.  She works with the immigrant community as a volunteer English teacher and as a bilingual counselor in a Latino resource center. As a result of her own experiences in career and life transitions she offers both empathy and practicality as she coaches clients in their own transitions.

William H. StevensWilliam H. Stevens, ChFC®, CLU®
President & CEO, Stevens Foster Financial Advisors

Stevens Foster Financial Advisors provides integrated and comprehensive financial planning to high net worth individuals and corporate executives.  Key highlights regarding Stevens Foster Financial Advisors:

• Ranked by Barron’s among the top advisory firms in the U.S. for the past four consecutive years (For more information go to www.wcorg.com.)
• Ranked by Minneapolis/St. Paul Business Journal in the area’s top 5 wealth advisors since the list was first published in 2003, and one of only two independent firms to make the list of the top 25. (For more information regarding this award go to fivestarprofessional.com/wmresearch.)

The key to our singularity lies in our integration of all the disciplines of wealth management under one roof.  We offer integrated services in all financial aspects including financial planning, estate planning, tax planning and preparation, asset management and risk management.  Since we are an independent firm, we offer services without bias toward any financial product or retailer and on a fee-basis.

We unify the elements of our clients’ financial lives, assisting in maximizing the growth opportunities within corporate benefits packages (stock options, 401(k) and pension plans) and integrating them into their personal financial plan.

Please contact Bill Stevens at 952-843-4200 to discuss how Stevens Foster Financial Advisors may assist you in planning your future.  www.stevensfoster.com

Bill Stevens is a registered principal with and offers securities through LPL Financial.  Neither Stevens Foster nor LPL Financial is affiliated with Navigate Forward.

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Teresa Daly

Mary Kloehn

The Navigate Forward Crew