firstname.lastname@example.org | 206.466.6201
As a Private Client Services Administrator, Stephanie is responsible for facilitating day-to-day tasks that are time sensitive. Administration of financial plans and investment portfolios can be overwhelming, and she helps to provide our families with more time in their life by taking care of the details.
She enjoys getting to know our clients and finding out the things that bring joy to their lives. It’s always a great day when a client shares a story about something they did or a new addition to their family!
Photos of my family, friends, and the adventures we’ve been on.
People will forget what you said, people will forget what you did, but people will never forget how you made them feel. – Maya Angelou
Outside of work and gardening, I spend time with my husband, daughter, and our Siberian husky. We live by many trails and like to go out and explore them. I also am a bit of a bookworm and sun worshiper. I also enjoy archery and any day I can shoot my bow is a good day. There is always music playing in my house, and I enjoy going out for bike rides when it isn’t raining.