Stephanie joined Natalie in 2012 and brings 12 years of experience in the financial service industry.
Stephanie is fully licensed and has completed her Wealth Management Essentials (WME) course and more recently has completed the Advanced Investment Strategies (AIS) Certificate. Stephanie’s thorough and efficient approach to client care is an integral part of our business and plays a key role in client service. Stephanie also prepares capital gains loss reports, estate evaluations and liaises with client’s tax advisors to provide them with pertinent information on a timely basis.
Stephanie is very busy running around after her 2 children, Sutton was born in 2017 and Tatum was born in 2019.
