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Stephanie’s fondness for the financial world began in a high school accounting class, specifically during a class trip. Just one visit to a brokerage and she was hooked. Hey, when you know, you know.

A world-class problem-solver (trust us, she’d win this competition), Stephanie utilizes her breadth of account history knowledge and financial prowess to explore and uncover even the most hidden solutions. In fact, her skills are so honed that she is frequently tapped to train and coach others in the industry - if you have questions, she’s the one to call.