Our Qualifications

Stephanie shares her insights and comprehensive understandings of wealth management with clients of varying financial status. One of the benefits of working with Stephanie is her ability to provide clear, easily understandable explanations of financial products and services. She helps builds the wealth of clients with holistic financial plans and solutions that last.

She is a CERTIFIED FINANCIAL PLANNER™ practitioner and Investment Advisor Representative with Voya Financial Advisors. Stephanie has more than 30 years of experience in the financial service industry, including Banking and Corporate Finance. She is also a practicing Life Insurance agent.

In addition to her work experience, Stephanie believes in educating herself to offer the best advice for her clients. She holds a dual MBA degree in Management and Finance from Robert Morris and a BS in Finance from The Ohio State University.

Stephanie looks forward to using her knowledge and experience to help you achieve your financial goals. Contact her today!