Stefany joined the firm in November 2024, bringing with her 13 years of experience in the financial planning industry. Her background includes expertise in client servicing, event planning, serving on investment committees, and providing business development consulting. With a strong commitment to strategic growth, Stefany has a proven track record of helping clients and organizations achieve their financial goals.
She is a proud graduate of Albertus Magnus College, where she earned her degree in business, Cum Laude. Outside of her professional endeavors, Stefany enjoys staying active at the gym, spending quality time with her family, crocheting, and attending sporting events. She is also an avid coffee enthusiast, always seeking the perfect brew.
Stefany's diverse skill set and passion for helping others make her a valuable asset to the team.