Stephanie has been a valued member of the LFA family since 2009, bringing with her over 25 years of experience in the financial services industry. Before joining LFA, she worked as a Financial Representative for Wamu Investments and LPL Financial, where she gained a solid foundation in client service and investment support - knowledge she continues to apply in her work today.
Throughout her career, Stephanie has specialized in operations and customer service, becoming a go-to resource for the LFA team. Her deep industry experience and commitment to client satisfaction have made her an essential part of the operations team at LFA.
Outside of work, Stephanie enjoyes traveling - both across the U.S. and internationally - with her husband and two children, always on the lookout for new adventures and memorable family experiences.
LPL Registered Sales Assistant