Chief Operating Officer
Stephanie has 13 years of financial industry experience and specializes in the transfer of assets, settling estates, trust funding, and account-related tax issues. She enjoys finding solutions to complicated estate issues so that our clients can have financial independence. She has a heart for service and is passionate about ensuring that we provide a superior client service experience. Stephanie and her husband, Chad, have been married for 16 years and have two daughters. She enjoys spending her free time on her farm, quilting, reading and gardening.