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!


Best piece of financial advice received:

You can live better on 90% than 100% - God’s economy is different and better.

Favorite quote:

“No rush...go smooth!” -David Calloway

Hidden talent:

I can do a mean cartwheel!

Something on your bucket list:

Visit all 50 states - I’m currently at 35!

Biggest accomplishment:

Raising two amazing children, now practically adults.

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