Stephanie joined us in 2018 to add an experienced hand to the personalized client care we strive for here at Grand Wealth Management. Combining her outgoing personality with a sharp eye for financial excellence, she was soon integral to our growing team.
“I joined Grand Wealth because I found everything I’d been waiting for here,” says Stephanie. “I love being part of a group that pulls together to make things happen, whether it’s establishing excellent processes or building an above-and-beyond client experience.”
Stephanie’s financial planning role makes for a busy and varied day – just as she likes it. Collaborating with our senior advisors, she contributes to our meeting agendas, financial plans, and related reports. She also engages directly with clients and other visitors, ensuring their questions and requests are promptly and professionally managed.
Before joining Grand Wealth Management, Stephanie held financial planning positions at several Michigan advisory firms. While attending Central Michigan University (CMU), she participated in its Personal Financial Planning degree program, which gave her a head start on achieving her CFP® certification in 2017. Stephanie remains an active CMU alumna, mentoring students and serving as treasurer for her sorority alumna group. She also is a board member for the Financial Planning Association of Michigan, serving on its progressive NextGen and mentorship committees.
Stephanie relocated from eastern Michigan to join us here at Grand Wealth Management. Her favorite activities include being around family and friends who are “doing something together,” whether that’s enjoying our vibrant downtown, attending a sporting event or concert, or hanging out at summertime lakeside get-togethers.
- Bachelor of Science in Business Administration, Personal Financial Planning, Central Michigan University