Stephanie has a strong passion for being of service to others. Her desire to develop strong relationships and provide meaningful guidance have drawn her to a career in Client Services. With more than 15 years of experience, Stephanie has gained extensive knowledge in financial services and is adept at providing attentive, detailed and personalized service.
As an industry veteran, Stephanie is excited to join her fellow Client Concierge, Amy, and the Adara team to further streamline processes and enhance the client experience. She shares in the team’s client-centric approach to everything they do and is looking forward to adding to Adara’s reputation of providing a high level of service.
Stephanie graduated from the University of Phoenix with a Bachelor’s in Business Administration and has successfully completed Securities Industry Essentials® (SIE®), a FINRA exam that covers securities industry information, including concepts fundamental to working in the industry.
Stephanie and her husband, Keegan, have 2 daughters and enjoy exploring and traveling. In her spare time, she enjoys learning about new cuisines and wines.