Investment Coordinator, Intentional Wealth Solutions
Stephanie believes that successful financial planning starts with intentionality aligning every client’s investments and goals with a strategic, long-term vision.
With nearly a decade of experience in the financial services industry, Stephanie has held client-facing and specialized roles at several leading financial firms. Throughout her career, she has developed a holistic understanding of wealth management, operational strategy, and client advisory services. As a Financial Professional at Intentional Wealth Solutions in Phoenix, Arizona, Stephanie provides comprehensive advisory services designed to give clients peace of mind through every stage of their financial journey.
Personally Stephanie enjoys taking on new challenges and spending time with friends and family.