Stephanie currently serves as a Senior Advisor Associate in our Madison, WI office. In this role, she supports other advisors by helping to manage client relationships, assisting in each step of the financial planning process, and serving as a resource for clients. Previously, she worked as an Associate Advisor at Wipfli Financial Advisors, where she assisted in the servicing of high net worth individuals and families.

In addition to her work in the industry, Stephanie is very active in her community, serving as a Big Brothers Big Sisters mentor. Originally from Caledonia, MN, Stephanie now resides in Madison, WI and enjoys camping, reading, and spending time with friends and family in her spare time.

Previous Experience

  • Associate Advisor at Wiplfi Financial Advisors

Education & Credentials

  • BS, University of Wisconsin – Madison, Personal Finance
  • Series 65 License
  • Certified Financial Planner
  • Accredited Investment Fiduciary (AIF®)

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.