Stephanie has served as a trusted Financial Advisor since 2010, helping clients navigate complex financial decisions with clarity, care, and a personalized approach. She believes that effective financial planning begins with understanding how each client values their wealth—allowing her to design strategies that align with both their financial goals and personal values.

Her comprehensive services include investment management, wealth enhancement and preservation, tax-efficient planning, estate strategies, and charitable giving. Stephanie is committed to building enduring relationships grounded in trust, transparency, and thoughtful collaboration.

Outside of her professional work, Stephanie enjoys spending time with her husband, their two sons, and their two dogs. She is a proud supporter of St. Jude Children’s Research Hospital, the Tim Tebow Foundation, and regularly participates in athletic events that raise awareness for a variety of important causes.