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Wealth is more often the result of a lifestyle of hard work, perseverance, planning, and, most of all, self-discipline.
- Thomas J. Stanley, The Millionaire Next Door
My
Story
Stephanie loves working with women, especially supporting those who are re-defining their future as a widow or newly single. She is deeply passionate about making women feel heard during her consultations and getting them to the next stop in their journeys. Stephanie started her journey at Ascend Advisory Group in 2004 in administration. She has evolved to be an experienced advisor and now serves in executive management because of her exceptional care for both, clients and staff.
20+
years in the industry
Certifications
CERTIFIED FINANCIAL PLANNER ™
Series 7 Registration
Series 66 Registration
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Education
Business Communications, Bachelor of Arts, Ohio University
Family
Stephanie grew up in Westerville, Ohio, which she continues to call home. She can typically be found as a spectator for her boys at a soccer or baseball field, cheering from the stands. Weekends are chock full of coffee chats with family and cooking with her husband, Scott. They are actively trying to turn their two sons into little foodies.
Connect with Ascend
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