Client Service Associate
A South Carolina native, Stephanie joined ASI in March 2023 after relocating to the West Coast. She brings over nine years of experience in providing client service and financial planning to her role as Client Service Associate in our Bend office. Over the years, Stephanie has assisted advisors and worked closely with clients to examine and prepare custom strategies to determine how to best accomplish clients’ financial goals. She takes great pride in simplifying the financial planning process for clients and helping to provide peace of mind.
As a new Oregon resident, Stephanie and her boyfriend like to spend their spare time exploring their new home. She’s passionate about the outdoors and enjoys hiking, kayaking, and gardening. When not outside, she can be found reading, attending a concert, or trying out new vegetarian recipes. She also enjoys traveling as much as possible, with some of her most memorable trips being New Zealand, Japan, and backpacking to Havasu Falls.
Stephanie earned a Bachelor of Arts in Arts Management from the College of Charleston in Charleston, South Carolina. After establishing her career in wealth management, she obtained her CERTIFIED FINANCIAL PLANNERTM certification and earned her Chartered Retirement Planning CounselorTM and Financial Paraplanner Qualified ProfessionalTM designations from The College for Financial Planning. She also holds her Oregon Insurance Producer License in Life and Health.