As a CERTIFIED FINANCIAL PLANNER™ professional, Stephanie takes pride in her detailed approach to helping clients achieve both their short term and long term goals.  This process begins with a conversation, building a foundation that helps our team get to know you.  From there, she prepares a customized wealth management analysis report based on your unique priorities and financial situation. She has assisted hundreds of clients plan for life events, including marriage or divorce, funding children's educations, the loss of or change in employment, and retirement.Stephanie has completed additional and ongoing training through Merrill's Insurance Accreditation Program, which allows her to provide a more holistic and robust experience for our clients through the addition of Life Insurance, Annuities and Long Term Care Insurance.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.