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 in the financial industry, Stephanie brings a wealth of knowledge and expertise to our team. Her professional journey has equipped her with a versatile skill set, making her an integral part of our team. Stephanie’s approach is characterized by tenacity and innovation, ensuring she adeptly takes on any task at hand. Her unwavering commitment to keeping clients at the forefront of all decisions and initiatives highlights her dedication to fostering a client-centric culture.

Meet Our Team