Simplified Financial Advice.

Meet Stefanie


Stefanie is our Operations Manager. 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.


Favorite Food:

Fettuccine Bolognese 

Favorite Quote:

“No justice, no peace.”

If I could meet anyone, past or present, it would be:


What motivates me:


Favorite holiday:


Something on my bucket list:

Sky dive in Las Vegas

Place I’d most like to visit:


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