Simplified Financial Advice.

About Steph

Steph joined the team about a year ago coming onboard with almost 10 years’ experience.  With this experience, Steph can appreciate the culture that’s nurtured in the office which includes the highest level of customer service for our clients.  In her role as Client Service Manager, Steph enjoys helping meet the needs of both the clients and advisors.

Above all, Steph enjoys spending time with her family – she has two sons, Blane & Aiden, who keep her & her husband, Dennis, busy with their many activities.  Steph also enjoys reading, traveling, true crime documentaries, & spending time with friends.