Stephanie serves as a Client Service Specialist, bringing more than three decades of experience in education to her role. Prior to joining the firm, she spent 33 years as a first grade teacher, where she developed strong organizational skills, attention to detail, and a deep commitment to serving others. These qualities continue to guide her work as she supports clients and advisors with administrative coordination and client service needs.
Outside the office, Stephanie enjoys reading, cooking, and traveling, and she values time spent with her children and grandchildren. She also volunteers at Second Harvest Food Bank, and is committed to giving back to her community.