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 that will 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 7, 9, 10 and 66 Securities License.
She enjoys using her talents and expertise to serve on the Board of Daily Bread Ministries, the Finance and Facilities Committee of TMI, The Episcopal School of Texas 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 Shadow, the family’s two labs. Stephanie’s book of choice to read again is The Richest Man Who Ever Lived by Stevan 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.