Stephen F. Anderson CLU ChFC CFP® in

Stephen F. Anderson CLU ChFC CFP®

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Director at Oyster Consulting, LLC
📍 Roanoke, Virginia, United States

Stephen F. Anderson is a Director at CRC Oyster Consulting, specializing in strategic planning, recruiting, and M&A for financial services firms. With extensive leadership experience as the former President & CEO of Waterstone Financial Group, colleagues describe him as a knowledgeable and personable strategic planner. He holds a BS in Business from Eastern Illinois University.

He has firsthand experience leading a firm through a major acquisition, having overseen the merger of multiple firms to create Waterstone, which was subsequently purchased by Pacific Life Insurance Company.

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Experience
22 Years
Current Role
Director
Job Level
Mid-senior
Location
Roanoke, Virginia, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

AI Governance
Based on his recent posts, he is focused on helping financial firms create written procedures and policies for the use of AI in their operations.
FinTech Adoption
He actively advises companies on reviewing and implementing necessary FinTech changes to remain competitive, a topic he recently highlighted online.
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Career

Work history

8-2020
Director
Oyster Consulting, LLC
1-1993
Assisting professionals and business owners to protect their estate and assure business continuity
SF Anderson Financial Services
9-2002 - 3-2010
President & CEO
Waterstone Financial Group - WFG
President of Waterstone
Pacific Life Insurance Company
1-1993 - 10-2002
Vice President
Dreher & Associates
In the press

Media appearances

Steve Anderson – Director at Oyster Consulting, LLC (Expert Profile). Featured in Oyster Consulting
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Education
1968 - 1972
BS in Business
Eastern Illinois University
CLU
American College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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