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Stephanie is a key member of the WFG client service team supporting retirement plan clients. She works directly with clients to ensure they are staying on track with their service plan and coordinates with advisors on preparation of investment review materials, along with any day-to-day issues. She has worked in the retirement plan consulting industry for over 8 years and has her Series 65 Investment Advisor Representative license.
Stephanie is originally from the Eastern Shore of Maryland and currently lives in Arlington, VA.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
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