Stephanie Ogle
Private Client Services Administrator | 206.466.6211

As a Private Client Services Administrator, Stephanie provides support to advisors and associate advisors in working with current clients, managing new client relationships, and firm-wide initiatives. She is responsible for facilitating time sensitive, day-to-day tasks. She enjoys making a difference in our clients’ lives. Whether the task is big or small, she enjoys going the extra mile to help them along the way. 

Honesty is the core value that stands out the most to Stephanie. She is honest to a fault, so it’s important for her that the company values honesty and integrity. In this industry, she feels that being honest and sincere with clients is how strong relationships are built. 


For fun I enjoy running and love to be outdoors spending time with my friends, family, and my black lab, Samantha. I also love to get on stage and sing karaoke!




Mercer Island