Stephanie serves as a Wealth Manager, working directly with clients to develop and maintain financial plans that help them meet their most complex financial goals. Using a client-centered approach, Stephanie specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and education planning to provide comprehensive wealth management services to her clients.
With nearly a decade of experience in the financial services industry, Stephanie brings a well-rounded skill set to benefit her clients. Prior to joining Creative Planning, Stephanie was the Regional Vice President at a Registered Investment Advisor where she specialized in building investment portfolios to meet client needs.
Stephanie earned her bachelor’s degree from Florida Atlantic University and is a member of the largest CFP® leadership group in the country, the Financial Planning Association. Stephanie holds the Certified Fund Specialist designation and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
After meeting and starting a family with her husband in South Florida, Stephanie relocated to her husband’s hometown of Richmond, Virginia. Stephanie enjoys reading, weight lifting, yoga, being a tourist, and always orders dessert.