Along with the Meristem team, Stephanie delivers to clients highly personalized wealth management solutions comprised of planning and customized investment portfolios. This personalized approach provides a concierge service model that includes collaboration with each clients’ legal, tax and actuary advisors to deliver comprehensive management of their full financial ecosystem.

Stephanie has been in the financial services business for more than 17 years, including corporate financial services and wealth management organizations. She began her career in San Francisco creating training and onboarding programs for boutique financial service companies. Eventually, she moved to New York City where she spent 13 years at a corporate financial services organization managing clients, managing a P&L that contributed $1B in revenue to the organization, and developing a customer experience model to improve processes and relationships. For the last five years, Stephanie has been leading Meristem’s current practice in Financial Planning and Investment Management.

Continuous learning and skill development are core to Stephanie’s expertise. She has completed rigorous education and certification to become a CERTIFIED FINANCIAL PLANNER^® professional, a CIMA^® (Certified Investment Management Analyst) professional, and a CPWA^® (Certified Private Wealth Advisor). She also holds the Series 7 and 66 registrations with LPL Financial.

A California native, Stephanie earned her Bachelor and Master degrees from California State Universities. In 2018, she relocated from NYC to Southern California with her husband Scott, son Nico, and daughter Elise to join the family business. When not working, she spends considerable time chauffeuring and participating in various children’s activities, traveling with her family, and volunteering with local and national community organizations including Homes for Our Troops and serving on the board for Shoes That Fit.

CA Insurance Lic#0M90533