Stephanie is the President of Financial Planning & Chief Technology Officer at Aspen Wealth Strategies. A CERTIFIED FINANCIAL PLANNER™ professional with over a decade 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.
Before joining our team, Stephanie acted as a Director of Financial Planning and a Registered Investment Advisor Representative 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.
Currently, Stephanie is a proud member of NAPFA, the FPA, and the FeeOnly network. She also serves in a pro-bono advisory capacity for Family Reach, a non-profit organization dedicated to eradicating the financial barriers that accompany a cancer diagnosis.
Outside of work, Stephanie enjoys spending time with her husband, Steve, and their Corgi fur-child, 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, as well as the Penn State Nittany Lions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Monty Python & The Holy Grail
Into The Wild
Stayed up 50+ hours for charity.
Building long-term relationships with clients.