Stephanie Lee


Client Relationship Manager


As Client Relationship Manager, Stephanie’s role is continuously changing based on each individual client’s circumstance and need.  She helps coordinate and manage client paperwork, account setup/maintenance, appointment preparation, and providing superior customer service to our clients.  She started with Heritage Financial in 2015 and has eight years’ experience in the financial industry. Stephanie 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.

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 strives to help clients feel comfortable and open enough to discuss their concerns.  She especially enjoys assisting the advisors in helping clients meet their financial needs.

Outside of the office, Stephanie enjoys spending time with her husband, Cody, and their two kids Beatrice and Maxwell.  Whether it’s at a Green Bay Packers game, fishing, golfing, or just hanging out, she loves being around the ones she loves.


Favorite food: Pasta

Favorite holiday: Christmas

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!