Associate Wealth Advisor
Onboarding & Integration Specialist
Stephanie joined Buckingham Strategic Wealth in 2013 as an associate wealth advisor. In her role she is able to deliver a superior investment experience by developing deep relationships with clients and their families to understand what is most important to them. She also collaborates with clients and prospective clients to design, build and protect a holistic financial plan based on their unique values, goals and risk tolerance.
Stephanie passionately believes in the power of choices. Helping clients understand their choices – and the difference between what’s in their control and what’s not – allows them to make decisions from a place of empowerment. She believes empowering our clients to make more thoughtful decisions about their future can completely change the way they live in the present.
Giving clients peace of mind about their financial situation so they are free from the concerns and worries about the future is what Stephanie finds most rewarding about her work. She likes being a trusted sounding board for her clients during all seasons of life.
Previously, Stephanie was a research analyst with Summit Strategies Group, where she consulted and provided fiduciary guidance to institutional investors including Fortune 500 companies, healthcare networks, and state and local government municipalities. Stephanie holds a Series 65 license, earned her bachelor of art in communications from Truman State University and her master of business administration in finance from Saint Louis University.
Outside the firm, Stephanie is involved with MicroFinancing Partners in Africa, an organization that empowers those living in extreme poverty to lift themselves up with dignity through access to services and education. Stephanie and her family live in St. Louis. In her free time she enjoys running, reading, Mediterranean food, and a friendly game of Scrabble.