As a Senior Advisor, Stephanie particularly enjoys building relationships with clients as she helps them achieve their objectives and leave a legacy for future generations.
“Being an advocate means helping clients discover their life goals, not just their financial goals. It means brainstorming and exploring possibilities. It means making each client feel heard, valued, and understood. It means being in each client’s corner to help navigate all of life’s challenges.”
Stephanie has more than three decades of wealth management experience. She has led educational sessions ranging from retirement planning and Social Security filing strategies to estate planning. Prior to joining JNBA in 2012, Stephanie worked for a Registered Investment Advisor in Pennsylvania.
Stephanie has a bachelor’s degree in finance from Grove City College in Pennsylvania. She is a Certified Financial PlannerTM professional, a member of the Financial Planning Association of Minnesota, and has been recognized multiple times as a Five Star Wealth Manager.
In her free time, Stephanie enjoys taking evening walks with her husband and their dog, Winchester.
Stephanie is an active volunteer with the Salvation Army (Twin Cities Advisory Board, Twin Cities Program and Services Committee Chair, HOPE Harbor Advisory Council Chair and Executive Committee Member).