Stephanie brings nearly three decades of experience to her position here as managing partner and financial planner. In her day-to-day, she serves as a sounding board and trusted guide who focuses on addressing clients’ financial planning needs. Serving as a true partner and team player, Stephanie strives to always be responsive, creative and communicative.
If you have the pleasure of working with Stephanie, consider her the coach in your corner. She provides a safe space for her clients by creating a positive, judgment-free environment. At the end of the day, her primary goal is to provide actionable ways for clients to improve their own financial future.
Stephanie’s originally from London, which remains her favorite city to this day. She enjoys visiting family in Hawaii, England and Ireland often. Today, Stephanie lives in Geneva, IL with her husband, Henry, and they enjoy being young and active grandparents to their grandchildren, Peyton and Andy.
Outside of the office, Stephanie is passionate about physical fitness and health. She loves boxing, cycling and cooking nutritious meals for her family. When she’s not spending time with family and friends, you’ll find her tucked away with a good book.
Stephanie’s Favorite Charities
