Stephanie joined Beacon Financial Strategies in 2013 as a Client Service Representative. Stephanie attended N.C. State University where she received a Bachelor of Science in Business Management. Stephanie has significant experience in the financial services industry.
At Beacon, Stephanie assists with many elements of the financial planning and tax preparation process. In addition, she interacts directly with TD Ameritrade Institutional and Charles Schwab & Co. to handle all client-service related matters.
In her spare time she enjoys reading, making crafts, and spending time with her husband.