About Stephanie
As an associate wealth advisor, Stephanie collaborates with the advisory team to assist clients in achieving their personal and financial goals.
Stephanie began her career in IT, which is where she stumbled into the financial services industry. She instantly fell in love. Helping clients achieve their goals and secure their financial futures has become her passion. Stephanie says she finds it incredibly rewarding to play a part in guiding clients toward financial success and stability.
Stephanie earned a bachelor’s degree in business at Kennesaw State University in Georgia and an MBA at Louisiana State University. She obtained the CFP designation in 2023.
Prior to joining Buckingham, Stephanie worked for McCormack Financial Planning for 16 years. In her role as an operations manager, she supervised back-office operations and collaborated with advisors to create personalized financial plans.
Born and raised in Brunswick, Georgia, Stephanie relocated to Springfield, Massachusetts, for 13 years and returned to Georgia in 2007. She has been married to her husband Kevin for more than 27 years. The couple has two adult daughters (Mia and Kyah) and two dogs (Max and Bentley). In her free time, Stephanie loves to travel, read, bike ride and spend time with her family.
As an associate wealth advisor, Stephanie collaborates with the advisory team to assist clients in achieving their personal and financial goals.
Stephanie began her career in IT, which is where she stumbled into the financial services industry. She instantly fell in love. Helping clients achieve their goals and secure their financial futures has become her passion. Stephanie says she finds it incredibly rewarding to play a part in guiding clients toward financial success and stability.
Stephanie earned a bachelor’s degree in business at Kennesaw State University in Georgia and an MBA at Louisiana State University. She obtained the CFP designation in 2023.
Prior to joining Buckingham, Stephanie worked for McCormack Financial Planning for 16 years. In her role as an operations manager, she supervised back-office operations and collaborated with advisors to create personalized financial plans.
Born and raised in Brunswick, Georgia, Stephanie relocated to Springfield, Massachusetts, for 13 years and returned to Georgia in 2007. She has been married to her husband Kevin for more than 27 years. The couple has two adult daughters (Mia and Kyah) and two dogs (Max and Bentley). In her free time, Stephanie loves to travel, read, bike ride and spend time with her family.