Stephanie began her career in Wealth Management in 2004. Prior to that, she served as a Teller and Customer Service Representative, where she developed a strong foundation in client service and relationship building. Over the years, Stephanie has cultivated many long-standing client relationships and takes pride in always acting in her clients’ best interests.
She currently holds her Series 6 and Series 63 securities licenses and is licensed to offer annuities, life insurance, and long-term care insurance. In 2007, Stephanie graduated with honors from the PBA School of Trust and Investments, further strengthening her expertise in financial services.
Stephanie resides in the Watsontown area and enjoys spending time with her family. She is also a devoted fan of the Philadelphia Phillies and Flyers.