About
Stephanie
Stephanie provides a broad range of client services and operational support for a team of wealth advisors. Stephanie is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Outside of the office, she enjoys spending time with her two daughters, three stepchildren, two dogs, two cats, and husband (last but not least!). She loves hiking and snowshoeing and traveling to warm places.
Education and Professional Milestones
-Indiana University Bloomington - bachelor of science in public management
-Was a client relationship manager with Ameriprise Financial
-Has held various communication and event positions
Stephanie provides a broad range of client services and operational support for a team of wealth advisors. Stephanie is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Outside of the office, she enjoys spending time with her two daughters, three stepchildren, two dogs, two cats, and husband (last but not least!). She loves hiking and snowshoeing and traveling to warm places.
Education and Professional Milestones
-Indiana University Bloomington - bachelor of science in public management
-Was a client relationship manager with Ameriprise Financial
-Has held various communication and event positions