About Stephanie
Stephanie helps her clients by talking truth to power, believing that people who want to be told hard truths typically make the most progress in achieving all their life goals – not just the financial ones. She works closely with her clients, and their other professional advisors, to develop and implement a strategy that gets them out of their own way so they can achieve their best life. Stephanie works with “alpha” personalities – typically business owners, equity law partners, and professionals transitioning careers or into retirement.
Meeting her clients where they are, Stephanie works to build trust around commonalities – love of family, passion for career, the desire to make a difference. She loves the “wow” moments when a plan comes together.
Outside of the office, Stephanie is working to build a $20 million endowment for local nonprofit Operation Breakthrough. She also serves at a Girl Scouts leader, a Boy Scouts assistant leader, and a sponsor of the Women Who Mean Business Alumni.
Stephanie loves relaxing with her husband and two teenagers in a kayak or by a fire with friends at her home at Lake Lotawana.
Education and Professional Milestones
-University of Kansas - Bachelor of Arts degree with a triple major in psychology, communication studies, and political science
-Was CEO of The Planned Approach for 19 years
Stephanie helps her clients by talking truth to power, believing that people who want to be told hard truths typically make the most progress in achieving all their life goals – not just the financial ones. She works closely with her clients, and their other professional advisors, to develop and implement a strategy that gets them out of their own way so they can achieve their best life. Stephanie works with “alpha” personalities – typically business owners, equity law partners, and professionals transitioning careers or into retirement.
Meeting her clients where they are, Stephanie works to build trust around commonalities – love of family, passion for career, the desire to make a difference. She loves the “wow” moments when a plan comes together.
Outside of the office, Stephanie is working to build a $20 million endowment for local nonprofit Operation Breakthrough. She also serves at a Girl Scouts leader, a Boy Scouts assistant leader, and a sponsor of the Women Who Mean Business Alumni.
Stephanie loves relaxing with her husband and two teenagers in a kayak or by a fire with friends at her home at Lake Lotawana.
Education and Professional Milestones
-University of Kansas - Bachelor of Arts degree with a triple major in psychology, communication studies, and political science
-Was CEO of The Planned Approach for 19 years