Stefanie holds a Bachelor of Arts in Finance from Florida Atlantic University and an Associate of Arts in Finance from Florida Gulf Coast University. As an Accredited Investment Fiduciary® (AIF®), she upholds the highest standards of responsibility and is committed to acting in the best interest of the firm’s clients.
Always focused on growth, Stefanie is currently pursuing her CFP® designation, to enhance her knowledge and provide greater value to the firm’s clients. As a Senior Client Relationship Manager, she plays a key role in managing and strengthening client relationships by delivering exceptional service. She ensures each client’s needs are met with care and consistency, supporting satisfaction and long-term retention. Before joining the firm, Stefanie served as an Operations Specialist at Wells Fargo Advisors.
Originally from Germany, Stefanie now lives in Lehigh Acres, Florida, where she and her husband recently built their home. She loves the fact that each day brings something new to learn. Her perfect evening includes a good book and spending time with their four dogs.
Stefanie holds a Bachelor of Arts in Finance from Florida Atlantic University and an Associate of Arts in Finance from Florida Gulf Coast University. As an Accredited Investment Fiduciary® (AIF®), she upholds the highest standards of responsibility and is committed to acting in the best interest of the firm’s clients.
Always focused on growth, Stefanie is currently pursuing her CFP® designation, to enhance her knowledge and provide greater value to the firm’s clients. As a Senior Client Relationship Manager, she plays a key role in managing and strengthening client relationships by delivering exceptional service. She ensures each client’s needs are met with care and consistency, supporting satisfaction and long-term retention. Before joining the firm, Stefanie served as an Operations Specialist at Wells Fargo Advisors.
Originally from Germany, Stefanie now lives in Lehigh Acres, Florida, where she and her husband recently built their home. She loves the fact that each day brings something new to learn. Her perfect evening includes a good book and spending time with their four dogs.