With half a decade of industry experience, Stefanie loves helping financial advisors and clients alike while they navigate their financial journey. She spends her day responding to client inquiries, scheduling meetings for financial advisors, and maintaining information relating to client plans. She holds the Series 7 license.
Stefanie obtained a BFA in Musical Theatre from Southeast Missouri State University and her MA in Entertainment Management from Lindenwood University. She lives in St. Peters with her pug, Frank. Stefanie teaches dance and performs in musicals across the St. Louis area in her free time.