With over 29 years of experience in the wealth management industry, Stephanie works with JNBA clients to develop, implement, and monitor customized financial solutions through client-centered service. She enjoys building relationships with clients and helping them to achieve their unique goals and objectives ranging from retirement aspirations to creating a legacy for following generations. An active member of the JNBA Financial Planning Committee and previous member of TD Ameritrade’s Advisor Panel, Stephanie has extensive experience in all areas of financial planning including Social Security filing strategies, investment management, estate planning review, tax planning strategies, and risk management.
Her professional highlights include:
- Certified Financial Planner ™ (CFP®)
- Member of the Financial Planning Association of Minnesota
- Multi-year Five Star Wealth Manager Recipient
- Graduated from Grove City College in Pennsylvania with a bachelor’s degree in finance
Stephanie has three sons, Christopher, Matthew, and Zachary, and two dogs, Remington and Winchester. When she’s not at work, Stephanie enjoys taking evening walks with her entire family.
Helping people is a passion of Stephanie’s. Through her involvement with the Salvation Army (Twin Cities Advisory Board Vice-Chair, HOPE Harbor Advisory Council Chair, and Executive Committee Member), Stephanie sees the enormous amount of need that exists in our community. She considers it an honor to serve on these boards and does what she can to help others.
Favorite quote: “Try to be a rainbow in someone’s cloud.” –Maya Angelou