Stephanie joined the team in 2008 after graduating college with a Bachelor's Degree in Corporate Finance from St. John Fisher in Rochester. After starting off as Yvonne's assistant, she quickly got her Series 7 and 63 licenses followed by her Life/Accident and Health Insurance License. After years of being mentored by Yvonne and learning all aspects of the business, she now holds her CFP® designation that she received in 2024, is a partner in the practice and is in the midst of buying the business.
Her passion for the industry came from her love of helping people. "Working with clients to build their financial plan, guiding them over the years and watching them pursue their goals makes every hard or stressful day worth it."
She is involved in every aspect of the business with a focus on Retirement and Tax planning and handles the day to day investment management. Most importantly she loves spending time with clients, working closely with them to work towards their goals and making sure all aspects of their life are taken care of.
Stephanie has lived her whole life in this area. Outside of work, she loves spending time with her family, especially spoiling her nephews, boating on Oneida Lake, golfing, and traveling whenever she can.