Contact Info

Stephanie A. Trexler
CFP®
Operations Associate
P: 616-451-4228

Stephanie joined us in 2018 and provides technology support and platform integration expertise to our team.

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.

Education

  • Bachelor of Science in Business Administration, Personal Financial Planning, Central Michigan University

Professional Certifications

Publications and News