Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we serve, ensuring everyone can retire with dignity and proper knowledge about their finances.
Stephanie joined our team driven by her strong desire to make a positive impact in people’s lives through their financial well-being. Her responsibilities encompass identifying new business opportunities, Coordinating all our internal teams, and ensuring clients receive tailored advice to help them realize their vision of true wealth. With an extensive background spanning 14 years…
Get an email alert when I post a new blog! Your e-mail address will never be sold, rented or given to anyone.
