Meet Stephanie
I am motivated to equip others to live into the life God is calling them to, so I value the team’s mission: helping others live an abundant life. I am service-oriented and motivated by creating a great experience for our clients. I do this through quality operations management and systems evaluations.
I graduated from Davidson College with a BA in English and earned my MBA from Montreat College in 2024. After 13 years of staying home to raise my children and coach swimming, I entered the financial service industry in 2017 with a client-service focus.
My greatest joys include practicing and teaching yoga, spending time with my daughter and son, hanging out with friends, and spending time in nature.
Qualifications
- MBA