Stephanie has significant experience in delivering personal, comprehensive financial planning and investment services to corporate executives, business owners, high net-worth individuals and families. Her analytical background and practical experience make her qualified to work with clients on both simple and complex financial challenges to achieve a valid and balanced financial plan. Her background includes director, Padgett Financial Services of San Antonio; manager, PricewaterhouseCoopers, Houston; and consultant, Watson Wyatt Worldwide, Dallas. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™ with a Bachelor of Science degree in applied mathematical sciences from Texas A&M University. She also has her Series 9, 10 and 66 Securities License, and Insurance License.
Stephanie has been nationally recognized in 2020, 2021, 2022, 2023 and 2024 by Forbes in their ranking of America’s Top Women Wealth Advisors†, as well as, Forbes Best-In-State Wealth Advisors. In addition, Stephanie was recognized by Working Mother Magazine in their 2020 and 2021 Top Wealth Advisor Moms** list.
She enjoys using her talents and expertise to serve on the Board of the San Antonio Estate Planners Council, Daily Bread Ministries, the Finance and Leadership Committee of University United Methodist Church and co-chair of the Red Cross Planned Giving committee.
Outside of the office Stephanie is busy with her two children, Bryce and Emily. Together with Scott, the family enjoys the outdoors, skiing and hanging out in the backyard pool with Addie and Scout, the family’s two dogs. Stephanie’s book of choice to read again is The Richest Man Who Ever Lived by Steven K. Scott.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
† The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. S. Harris Financial Group is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
**SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. The ranking algorithm is based on qualitative measures derived from telephone, virtual and in-person interviews and surveys, considering factors such as: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary as of 3/31/2020 & 3/31/2021, respectively. The top 500 advisors were then compiled based upon the quantitative criteria. S. Harris Financial Group is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither S. Harris Financial Group nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.SHOOKresearch.com.