A career in financial planning was not originally on Stephanie’s radar. After graduating from Northern Arizona University with a bachelor’s degree in Social Work, she spent the early part of her career helping others—first as a social worker and later supporting adults in achieving higher education goals while earning her Master of Business Administration herself.
“To love what you do and feel that it matters - how could anything be more fun?”— Katharine Graham
The impetus for a career change came when Stephanie faced divorce and became a 100% solo parent to her two young children. When the opportunity to become a financial advisor presented itself, she felt she had finally found her career path. She loves that financial planning allows her to combine her desire to help others with education, strategy, and long-term planning shaped by her passion for people, relationships, and meeting individuals where they are. She believes financial advice should feel personal, approachable, and empowering—not intimidating.
As a CERTIFIED FINANCIAL PLANNER™ professional with a deep appreciation for the emotional side of money, Stephanie combines analytical thinking with genuine connection while helping clients create greater clarity, confidence, and stability. She is committed to providing thoughtful, personalized guidance that helps clients feel informed and empowered in their financial lives. Clients value her ability to explain complex concepts clearly, listen without judgment, and create an experience that feels both professional and personal.
As a solo mom of two, Stephanie understands firsthand the importance of resilience, planning, and creating financial stability. She has a particular passion for working with women navigating major life transitions such as divorce, the loss of a spouse, or becoming the primary financial provider for their families.
Outside of work, Stephanie enjoys personal development, health and wellness, meaningful relationships, and spending time with the people she loves.
