Associate Wealth Advisor
Stephanie is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Stephanie began her career in Financial Services at Charles Schwab working with active traders and high net worth clients. Prior to joining Beacon Pointe Stephanie worked for Goldstein Group (which merged with Beacon Pointe in 2022). She graduated from Indiana University with a bachelor’s degree in Psychology and Neuroscience and Western Governors University with her MBA. Outside of the office, she enjoys spending time with her husband Zac and son Maverick. They will be welcoming their second child this fall. Stephanie and her husband enjoy traveling, attending concerts and professional sporting events but presently find most of their time is consumed by a rambunctious toddler.