Chief Operating Officer:

Stephanie has over 16 years of financial industry experience and specializes in the transfer of assets, settling estates, trust funding, and account-related tax issues. She handles all of our compliance and is an asset to our office.

In her free time, she loves to get crafty, whether it be quilting, sewing, or home renovations. She goes through life with her husband, Chad, two daughters, Anna and Abbey, and three cats.