Wealth Designed. Life Defined.

Stephanie brings nearly 20 years of experience to her role as our team’s Client Services Manager. Her dedication and ability to build strong connections help her thrive in her role.

A Notary Public for the state of Oregon, Stephanie demonstrates a willingness to be of assistance whenever possible.

Stephanie and her husband Jesse, who have been married for 26 years, live in Beaverton with their daughter Izzy and son Ian. Together, they enjoy spending time outdoors camping, boating and traveling. A devoted spectator, she finds joy in watching her kids excel in their sports endeavors.