As an advisor, Stephanie specializes in working one-on-one with her clients to help determine the things that matters most to them and build plans designed to fulfill their long-held financial aspirations while helping meet their day-to-day needs. “My goal is to ensure that each of my client feels heard, understood and empowered,” she says. To do this, she engages in sincere and open conversations with them, carefully explaining the options they have for building and preserving their wealth. In addition to prioritizing honesty, Stephanie makes it a point to adapt to the ever-changing financial landscape, continuously seeking promising opportunities for her clients. Stephanie also has specialized experience working with women to address their concerns regarding financial independence and longevity and legacy planning.
A graduate of the University of Colorado Boulder, Stephanie holds a Bachelor of Science. She first entered the world of finance by accepting a financial services job as a college student. She later excelled in the banking industry, assisting in the opening of two banks and helping meet FDIC requirements. Her past experience includes working for Desert Hills Bank and as a financial advisor with Edward Jones for over 10 years. In 2019, Stephanie joined the Raymond James family. “I am delighted to have joined a firm with the history of integrity and client-first service that Raymond James has,” she says.
Stephanie's passion to empower and serve others extends into her personal life, and she's proud to have served as a board member for the Victim Witness Services for Coconino County. She has also served as the board president of Flagstaff Arts and Leadership Academy and the prior president of Soroptimist International of Flagstaff.
Born in Arizona, Stephanie lived in several places before settling down in her home state, residing in Flagstaff with her husband, Josh, and their three children. Aside from spending time with her beautiful family, Stephanie enjoys hiking, boating, camping and engaging in community service. She also stays busy with the help of the family’s two Labrador retrievers, Dozer and Molé.
Raymond James is not affiliated with the above organizations and/or charitable causes.