Stephanie McElheny, CFP®, EA, ChSNC™
Vice President of Wealth Planning, AWS
Wealth Planner, RJFS
8333 Ralston Road, Suite 2
Arvada, CO 80002
Stephanie is a Wealth Planner and Vice President at Aspen Wealth Strategies. A Certified Financial Planner™ professional with close to 10 years of industry experience, Stephanie is incredibly passionate about identifying opportunities and implementing comprehensive financial planning solutions for both individuals and businesses. As a Chartered Special Needs Consultant™ and an Enrolled Agent, Stephanie’s specific expertise includes special needs planning as well as individual and business taxation. Stephanie also holds Series 7, 66, and Life, Accident, and Health licenses.
Prior to joining Aspen Wealth Strategies, Stephanie has acted as a Director of Financial Planning and a Registered Investment Advisor for both small and large investment management firms.
A Pittsburgh native, Stephanie has served as President and Symposium Chair of the Pittsburgh chapter of the Financial Planning Association (FPA), among other roles. She also spent time on the pro-bono committee, offering financial literacy education to seniors, veterans, and underprivileged families.
Outside of work, Stephanie enjoys spending time with her husband, Steve, and their corgi, Myron. She is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater – the Pittsburgh Steelers, Penguins, and Pirates and the Penn State Nittany Lions.
Stephanie’s 5 Favorites
Monty Python and the Holy Grail
Into the Wild
by Jon Krakauer
Hiking and Camping
Your Wealth Planner helps your goals come to fruition through planning sessions and open conversations. They help you understand all the pieces of the puzzle, including:
- Managing and maintaining your overall financial plan
- Ensuring your dossier is updated and relevant
- Conducting analyses to assure your strengths, weaknesses, opportunities and threats are vetted and addressed
- Working in concert with your Wealth Manager to implement and execute strategies that support your plan
- Periodically review your trust documents, estate plan and other pertinent documents to ensure they are accurate and up to date
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy