Stephanie is a CFP® Professional and joined our team in February 2025 with over 5 years of experience in the wealth management industry. She combines extensive knowledge in investment management and financial planning to provide comprehensive, tailored financial solutions.

She earned her Bachelor of Business Administration in Finance, Investment & Banking from the University of Wisconsin-Madison, where she also completed a certificate in Wealth Management.

Outside of her professional life, Stephanie enjoys playing tennis, rock climbing, playing board games, watching movies, and spending time with friends and family.