Stephanie is a Wealth Advisor at Aspen Wealth Strategies. A CERTIFIED FINANCIAL PLANNER™ professional with over 15 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™ an Enrolled Agent, a Chartered Securities Market Analyst®, and a Certified Financial Counselor™, Stephanie’s specific expertise includes tax strategies, investment management, special needs planning, and financial counseling. Stephanie has also earned her Affirming Advisor™ designation from the Psychology of Financial Planning institute.
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 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 being outdoors hiking, camping, and snowboarding as well as spending time with her corgi, Myron. She 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.
Steelers, Penguins, Pirates, and Nittany Lions!
Building long-term relationships with clients.