Experience and Education

Stefanie focuses on working with families and individuals by preparing wealth plans and managing client relationships. 

Prior to joining Mariner, she held various roles with Omega Financial, The Bryn Mawr Trust Company and an investment advisory firm.  

Graduating with honors, Stefanie has a bachelor’s degree in finance from West Chester University, an MBA from Clarion University, and a certificate from Central Atlantic School of Trust and Investment Management.

Personal Interests

Stefanie is a Philadelphia sports fan, supporter of Philadelphia Animal Welfare Society and supports the Promise Program, which helps fund homeless WCU students, at West Chester University.