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 assists with many elements of the financial planning and tax preparation process. In addition, she focuses her efforts on managing Beacon’s internal systems and workflows to ensure a consistent client experience. Stephanie is currently studying to become an Enrolled Agent – a federally licensed tax practitioner.

In her spare time she enjoys reading, making crafts, and spending time with her husband.