With more than 29 years of financial services experience, Stephanie strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements and online access. She enjoys troubleshooting and gives focus for success.
Stephanie lives in Winder and spends her free time with her family. They enjoy nature, walking, biking, concerts, and movies.
PM-08232025-6421888.1.1
