Simplified Financial Advice.

Meet Stefanie


Stefanie is our Senior Client Service Associate. She brings honesty, integrity, creativity and an impressive work ethic to her role. It’s her intention to go above and beyond while serving the team and our clients.

Before joining the financial services industry, Stefanie spent time as a journalist for a variety of local publications.

Outside of work, she enjoys spending time with her husband and their two cats. She is also a fan of music, the arts and zip lining. Stefanie also loves whale watching and can play the saxophone.