Stephanie meets with existing and prospective clients to review their assets and provide ongoing investment guidance. Every relationship begins with a prospective client looking for investment guidance. From there the relationship develops into far more. She believes the client-advisor relationship goes beyond investment consulting. She wants to understand how each client values their money to create a plan that is best for them and their family. From there she collaborates and implements a plan considering wealth enhancement & protections, wealth transfer strategies, tax planning, and even charitable giving. In her free time, Stephanie loves spending time with her husband, son and their two dogs. She is a proud supporter of St. Jude’s Children’s Hospital, as well as many annual athletic events that support cancer awareness.
The 10-15 Financial Advisory team serves clients at our Goshen, Fishkill and Tarrytown offices.
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Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Goshen, Tarrytown and Fishkill office advisors are not affiliated with LPL Financial.