Senior Operations Manager | Registered Representative
Stephanie is a registered representative with her Series 7 & Series 66 registrations, as well as her Pennsylvania Life, Accident, & Health insurance license and joined the firm in May 2020. She has a B.S. in Fashion Merchandising, graduating summa cum laude from Philadelphia University and attended the Collège International de Cannes in France for a four-month study-abroad program in 2010.
Aside from her upbeat and optimistic attitude, she is detail-oriented and brings to the team over 9 years of analytical and operations experience. Stephanie provides a strong operational foundation for the firm & has been a critical component in ensuring our clients receive the best care and attention when it comes to all of their financial needs.
Stephanie and her husband reside in Boyertown, PA with their son, Benjamin. She participates on the Member's Excellence Committee at her local Crossfit gym, is an active member of her church, enjoys spending time at the beach with a good book, and baking new recipes in the kitchen.
“I expect to pass through life but once. If therefore, there be any kindness I can show or any good thing I can do to any fellow being, let me do it now… as I shall not pass this way again.” – William Penn