Meet Stephanie


At her core, Stephanie values genuine personal connections. She firmly believes that to assist families in achieving their financial goals, it is essential to understand their priorities and what they value most in life. Stephanie embarked on her journey in the Financial Services industry over a decade ago. Her inherent desire to foster closer relationships with clients and delve into their life journeys has led her to her current role as a dedicated Wealth Advisor. Her primary objective is to help clients return their focus to what really matters most in life, by helping them gain their financial freedom.
Stephanie joined Heritage Financial in 2015 following years of invaluable experience at Raymond James Financial. Graduating Cum Laude with a degree in Business Management in 2013 laid a sturdy foundation for her professional endeavors. Furthermore, Stephanie has earned the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, underscoring her commitment to excellence in her field.

Residing in Abrams, WI, Stephanie shares her home with her husband and their three children, Beatrice, William, and Maxwell, alongside their German Shepherd dog, two cats, and a coop full of chickens.
When she is not at work, she enjoys many outdoor activities including bow hunting, fishing, and golfing. A passionate supporter of the Green Bay Packers, she treasures moments spent with family during cookouts, camping trips, and exploring new destinations through travel.