Stephanie's favorite part of the business is developing and maintaining strong relationships with clients and providing them with world-class service support. She is a dedicated worker who believes that consistent communication is important to remain comfortable with your investment strategy.
Experience to Guide You Forward
Stephanie assists the advisors in developing and deepening client relationships, as well as growing their business. She enhances the client experience by anticipating needs, solving problems, and following through to deliver exceptional service. She holds Series 7 and 66 securities licenses and has Associate Degrees in Accounting and Business Administration from the Ohio Business College.
Making a Difference in My Community
Stephanie is passionate about volunteering her time for local non-profit organizations including Habitat for Humanity, Erie County Humane Society, and Second Harvest Food Bank of North Central Ohio.
Outside the Office
Stephanie is the mother of two grown children, Zach and Lauren, and lives in Huron with her husband, Joe, and dog, Baylee. When she is not working, Stephanie loves biking, running, and spending time on the beach with family and friends.