Meet Stephanie

At her core, Stephanie is a leader and enjoys using her organization skills to help the firm and their clients have the best experience possible.  She started out in the business over 10 years ago on the operational side of things, but her passion for working with clients and helping others has transitioned her into a Wealth Advisor.   Her goal is to help clients return their focus to what really matters most in life, by helping them gain their financial freedom. 

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 has also earned her Financial Paraplanner Qualified ProfessionalTM (FPQPTM) designation from the College of Financial Planning in 2019.

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.



Favorite food:


Favorite holiday:


Favorite Quote:

“Life would be tragic if it weren’t funny” – Stephen Hawking

Biggest accomplishment:

Finding a career in something that I truly enjoy doing!

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.