About
Stephanie brings a strong blend of operational knowledge, regulatory expertise, and client focused financial planning to her role. Stephanie is dedicated to helping clients understand their options, make informed decisions, and build confidence in their financial futures.
Stephanie began her career in 2014 at a Registered Investment Advisory firm, eventually becoming Chief Operations and Compliance Officer, where she gained deep insight into the systems and standards behind effective planning. In 2019, she transitioned fully into client work and discovered her passion for partnering with clients to reach their goals.
Originally from the Oregon coast, Stephanie has lived in Seattle since 2012. Outside of work, she loves photography, gardening, reading, and creating mixed media art. She also enjoys spending time with friends and family and is always looking for new opportunities to learn and explore.
Education
- BSBA, Capella University
Resources from Stephanie Roberts
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation