Meet Stephanie


At her core, Stephanie values meaningful personal relationships. She believes that in order to help someone reach their financial goals, you need to get down to what they value most in life. Her journey in the Financial Services industry began over 10 years ago when she started out on the operational side of things, but her passion for working more closely with clients and getting to know them on a deeper level has transitioned her into her role as a Wealth Advisor.

Her ultimate goal is to help clients return their focus to what really matters most in life, by helping them gain their financial freedom. She believes there is so much more to financial planning than investing alone and prides herself in listening to clients to get to the core of what is truly important to them.

Stephanie started with Heritage Financial in 2015, and prior to joining the firm she spent several years working for Raymond James Financial. She graduated Cum Laude with a degree in Business Management in 2013. She earned her Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation from the College of Financial Planning in 2019 and attained her Series 65 license in 2020.

Stephanie and her husband reside in Abrams, WI, along with their three children Beatrice, William, and Maxwell. They also share their home with their German Shepherd dog, 2 cats, and a coop full of chickens that the kids insisted they have. When she is not at work, she enjoys many outdoor activities including bow hunting, fishing, and golfing. She also enjoys watching her favorite football team, the Green Bay Packers, family cook outs, camping, and traveling.