Biography:
Stephanie is a dedicated professional with a strong background in accounting and finance. Her passion for fostering growth and compliance ensures that our team is up-to-date with SEC regulations, allowing us to provide exceptional service to our clients. Known for being friendly and outgoing, she excels at being an uplifting spirit in the office. Stephanie works diligently behind the scenes to ensure our team is consistently learning and growing, demonstrating her unwavering commitment to helping others. Stephanie enjoys spending time with her 2 kids, who are very active in sports. She is either watching her daughter travel around lower MI playing volleyball or her son playing little league.
Professional Designations:
- IACCP® - Investment Adviser Certified Compliance Professional
Focused Areas:
- Compliance Review
- Client Relations
- Policies and Procedures
- Accounting
- Business Operations
