Stephanie is a trusted financial professional with over 12 years of experience helping individuals and families navigate life’s most important financial decisions. With an MBA in Finance and a specialized focus on retirement planning, she brings both strategic insight and practical guidance to every client relationship. Her approach is rooted in clarity, education, and thoughtful planning—ensuring each strategy is carefully aligned with her clients’ long-term wealth, income, and legacy goals.

Throughout her career, Stephanie has built a reputation for delivering highly personalized solutions that reflect each client’s unique stage of life, priorities, and values. She understands that financial planning is deeply personal, which is why she emphasizes trust, transparency, and long-term partnership. Her primary goal is to help clients feel confident, protected, and empowered—knowing they have a tailored plan designed to support not only their retirement, but the future of the people they care about most.