Stephanie is dedicated to making the client experience as organized, responsive, and stress-free as possible.

She works closely with clients to coordinate paperwork, gather information, and support ongoing service requests. Whether helping clients prepare for annual reviews or assisting with account-related tasks, Stephanie strives to ensure every interaction is efficient, professional, and welcoming.

Stephanie's attention to detail and commitment to exceptional service help keep both clients and the firm's internal operations running smoothly. She enjoys building lasting relationships with clients and being part of a team focused on helping families achieve their financial goals 

She holds a Bachelor of Science in Health and Wellness from the University of North Carolina, Asheville, and brings a thoughtful, service-driven approach to her work.

Stephanie enjoys a quiet life with her husband, young daughter, and their two senior rescue dogs. She has a creative side, often found crocheting, baking sweet treats, reading, or exploring new local coffee shops.