Hard-working overachiever. Organized. Attentive to details. Equine Enthusiast. Fair. Honest to a fault. Kind.
Stephanie has been educating clients for over 30 years through major financial transitions. Her team-oriented approach empowers each client to a deeper understanding of their financial decisions relative to their overarching personal and family goals.
She has experienced the financial and emotional aspects of overseeing a business through economic declines and surges, divorce, remarriage, and shifting family needs. She understands the impact of long-term health care, disabilities, and terminal illness. Her solutions encourage collaboration amongst advisors and clear-cut strategies that bring measurable results.
Stephanie lives in Colorado with her husband John. She is an avid horse enthusiast, spending much of her free time with her horses and dogs.
Specialties: Business Owner Planning, Business Succession and Exit Strategies, Estate and Generational Planning, Risk Management, Special Needs Planning, Financial Independence and Retirement Planning, Investment Planning, Tax Reduction Strategies.
Credentials: Series 6, 63, 65, 7. Insurance: health and life, property and casualty.
