Midlothian, Virginia 23113
With a passion for leveraging financial education for empowerment, Stephanie has over a decade of experience in the investment and financial planning industry. The beginning of her career was spent representing financial companies in a wholesaling capacity before deciding to work in a way that more closely aligned with clients. She now works with clients in a fiduciary capacity to design financial plans and investment portfolios that puts clients first. Stephanie specializes in working with attorneys and their clients that are going through to divorce to help with income and expenses, assets and liabilities, budgeting, and finding and valuing assets including retirement plans.
Professional ActivitiesActive Member Financial Planning Association (FPA) Active Member American Business Women’s Association (ABWA) Active Member VaCP Volunteer The Possibilities Project, Richmond
Florida Atlantic University, 2008
CERTIFIED FINANCIAL PLANNER™ (CFP®), 2016
Certified Divorce Financial Analyst (CDFA), 2019
Certified Fund Specialist (CFS), 2012