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.  I’m currently earning my MBA from Montreat College.  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 yoga, attending my daughter’s soccer games and flying with my son, who will soon earn his pilot’s license!