Stephanie is dedicated to helping individuals and business owners create an investment strategy that reflects their personal values. She is passionate about partnering with everyday people to help them pursue their financial goals, manage their careers, and guide them through life transitions. Whether it’s assisting clients with retirement planning, managing cash flow, or planning for a college education, Stephanie’s mission is to empower and educate clients to provide confidence when it comes to money.
Stephanie became an integral part of the Embolden Wealth Management team in December 2007 and a partner of the company in 2016. Since then, she has immersed herself in every activity available to increase her knowledge and experience to better manage the needs of clients.
Outside of the office, Stephanie enjoys cooking, traveling, spending quality time with family, and staying active through running and biking. She also enjoys volunteering with Junior Achievement of Chicago to empower, inspire and prepare young people to find their own economic success.
Education, Licenses, Certifications
- Bachelor of Science in Business Administration, Finance, With Honors, Roosevelt University
- CERTIFIED FINANCIAL PLANNER™, CFP Board
- Series 7, 66 held with LPL Financial
- Health & Life Insurance License, State of Illinois