Onboarding & Integration Specialist
As an onboarding and integration specialist, Stephanie helps to coach new advisors on the methods and tools that will best serve their clients.
Previously, she served as a portfolio manager at Buckingham Strategic Wealth. Before that, Stephanie was an investment research analyst with Summit Strategies Group, where she conducted manager research, investment plan evaluations and recommendations, and performance reporting for $26 billion in public, corporate, health care and nonprofit institutional retirement and pension assets.
Stephanie earned her bachelor’s degree in communications from Truman State University and her MBA with a concentration in finance from Saint Louis University’s John Cook School of Business.