Stephanie is passionate about connecting with her clients one-on-one to discover what matters most to them. She works closely with them to design personalized financial plans that support both their long-term dreams and immediate needs. "My goal is to make sure each of my clients feels truly heard, understood, and empowered," she says. Through honest, open conversations, she explains their financial options clearly, while staying adaptable to an ever-changing financial landscape. Stephanie has a special focus on helping women plan for financial independence, longevity, and creating a lasting legacy.
Stephanie’s journey into finance started while she was still in college at the University of Colorado Boulder, where she earned her Bachelor of Science degree. She quickly excelled in the industry, contributing to the launch of two banks and ensuring regulatory compliance. She had more than a decade of experience as a financial advisor with Edward Jones, and went on to join Raymond James in 2019, appreciating the firm’s integrity and client-first approach.
Beyond her professional life, Stephanie has always been driven to serve her community. She has held leadership roles on the board of Victim Witness Services for Coconino County, Flagstaff Arts and Leadership Academy, and Soroptimist International of Flagstaff. Along with serving on grant committees for Arizona Community Foundation.
Though Stephanie has lived in many places, she’s an Arizona native. Today, she’s back in Arizona, making Flagstaff her home, with her husband, Josh, and their three daughters, Olive, Daisy, and Ebbe. When she’s not helping her clients, serving her community, or traveling, you can find her enjoying the great outdoors—whether that’s hiking, camping, or boating. Her two lovable dogs, Molé and Dave, keep her busy and always on the move.