Stephanie meets with existing and prospective clients to review their assets and provide ongoing investment guidance. Every relationship begins with a prospective client looking for investment guidance. From there the relationship develops into far more. She believes the client-advisor relationship goes beyond investment consulting. She wants to understand how each client values their money to create a plan that is best for them and their family. From there she collaborates and implements a plan considering wealth enhancement & protections, wealth transfer strategies, tax planning, and even charitable giving. In her free time, Stephanie loves spending time with her husband, son and their two dogs. She is a proud supporter of St. Jude’s Children’s Hospital, as well as many annual athletic events that support cancer awareness.