About Stephanie
Stephanie collaborates with the advisory team to assist clients in achieving their personal and financial goals. She began her career in IT and stumbled into the financial services industry, where she instantly fell in love. Helping clients achieve their goals and secure their financial futures has become her passion. She finds it incredibly rewarding to play a part in guiding clients toward financial success and stability.
Born and raised in Brunswick, Georgia, Stephanie relocated to Springfield, Massachusetts, for 13 years and returned to Georgia in 2007. She has been married to her husband, Kevin, for more than 27 years. The couple has two adult daughters (Mia and Kyah) and two dogs (Max and Bentley). In her free time, Stephanie loves to travel, read, bike ride, and spend time with her family.
Education and Professional Milestones
-Kennesaw State University - bachelor’s degree in business
-Louisiana State University - MBA
-Worked for McCormack Financial Planning for 16 years as an operations manager
Stephanie collaborates with the advisory team to assist clients in achieving their personal and financial goals. She began her career in IT and stumbled into the financial services industry, where she instantly fell in love. Helping clients achieve their goals and secure their financial futures has become her passion. She finds it incredibly rewarding to play a part in guiding clients toward financial success and stability.
Born and raised in Brunswick, Georgia, Stephanie relocated to Springfield, Massachusetts, for 13 years and returned to Georgia in 2007. She has been married to her husband, Kevin, for more than 27 years. The couple has two adult daughters (Mia and Kyah) and two dogs (Max and Bentley). In her free time, Stephanie loves to travel, read, bike ride, and spend time with her family.
Education and Professional Milestones
-Kennesaw State University - bachelor’s degree in business
-Louisiana State University - MBA
-Worked for McCormack Financial Planning for 16 years as an operations manager