Stephanie graduated from Texas Tech University, College of Business Administration with a degree in Finance. She began her career at American Funds/Capital Group in San Antonio, TX as a Shareholder Services Representative and then moved to the Accounting Department of Capital Group. She met and married her husband, Bryan, while in San Antonio and then spent the next several years moving around living in Frisco, TX and Tulsa, OK for Bryan’s career. In 2013, they moved to the Denver Area and love living in Colorado! During her time here in CO, she has held various part time positions in both the education and the accounting fields. Stephanie returned to the financial industry full-time and is thrilled to be back developing relationships and assisting clients with their operational needs.
Stephanie and Bryan are proud parents of three children in various stages of their adult journeys. Two are pursuing a college education and one is working full time in the construction field. Supporting her children through different stages of life has helped her to understand and serve clients professionally with the same care, compassion and guidance.
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Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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