Designations and Licenses

Stephanie is a CERTIFIED FINANCIAL PLANNER Professional™ and a Certified Investment Management Analyst.  

Experience and Education

Stephanie is one of the original team members who founded Mariner. She provides total wealth management solutions to high-net-worth individuals, families, entrepreneurs and business owners.  

She works to design, implement and monitor customized investment solutions with a focus on her clients’ long-term objectives. She also provides integrated planning and investment strategies for growing and protecting her clients’ wealth. 

Stephanie has 13 years of experience in the financial industry. Prior to Mariner, she served in several roles, including assistant branch manager and operations manager.  

She has a bachelor’s degree in business administration from the University of Missouri in Columbia.  

Personal Interests

Stephanie actively supports nonprofit organizations through the Mariner Foundation.