Stephanie is deeply committed to serving others and building meaningful relationships. Her passion for delivering thoughtful, personalized guidance has shaped her career in Client Services. With over 20 years of experience in the financial services industry, Stephanie brings extensive knowledge and expertise in providing attentive, detailed, and client-focused administrative support.
As an accomplished industry professional, Stephanie is dedicated to streamlining administrative processes and elevating the overall client experience. She fully embraces Adara’s client-centric philosophy and looks forward to contributing to the firm’s continued reputation for excellence and quality service.
Stephanie earned her Bachelor’s degree in Business Administration from the University of Phoenix and successfully completed the Securities Industry Essentials® (SIE®) exam, a FINRA qualification that demonstrates foundational knowledge of the securities industry.
Outside of work, Stephanie and her husband, Keegan, enjoy traveling and exploring new destinations with their two daughters. In her free time, she has a passion for discovering new cuisines and learning about wines.