Fortunately for Lou and Mike, Stephanie made a career decision back in January of 2000 to leave a challenging position in the retail industry to join the retail investment business. In her first few years when she started, at what was then Wachovia Securities (formally Interstate/Johnson Lane), she worked in the Operations Department supporting all the advisors at the branch. Soon, she realized she would rather dedicate her full-time energy to just one advisory practice, and she became a full-time lead assistant to the Perno Burns Financial Advisory Group.
Stephanie is a graduate of Mercer University in Atlanta, where she earned a Bachelor’s Degree in Business Management. She fine-tuned her organizational and interpersonal skills by working at Macy’s Department Stores for fourteen years as a Junior Executive. Stephanie’s excellent performance earned her Sales Manager of the Year award, and she has since brought those talents to the investment industry. While working at Wells Fargo Advisors, management recognized her several times for her performing an excellent job.
Stephanie’s official title is Senior Client Associate, but a more apt description might be Senior Service Specialist. Stephanie’s main roles are to assist clients with any service requests, follow up and complete any outstanding operational issues, and basically, help manage Lou’s and Mike’s workday. Often time, she is the first “voice” of the team when clients call in and need some guidance.
Stephanie is originally from Tucker, Georgia but now resides in Good Hope, GA with her husband, Jeff and son, Coy. When she is not working she enjoys gardening, taking care of animals and going to trips with her family