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Throughout her career Stephanie has worked for many of the largest investment firms in the country and brings over a decade of experience in nearly all aspects of wealth management and financial planning.
She has developed a broad expertise in financial operations, portfolio management, holistic planning and compliance. She is thrilled to bring her many skill sets to EWA and wear many hats including the Chief Operating Officer and Chief Compliance Officer roles.
She ensures cohesion and consistency between the EWA’s departments, vendors, business partners, and clients.
Stephanie earned her B.S. in Economics from the University of Pittsburgh. She is passionate about continuing education and has earned her both M.B.A and Wealth Management Certified Professional (WMCP®) designation. The next designation she is pursuing is the CFP®.
She resides in the South Hills of Pittsburgh with her husband, four children and two dogs. While it’s hard to imagine she has much of it, she spends her spare time enjoying all forms of fitness, Paleo cooking and traveling with her husband to anywhere with sand and great wine.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Securities are offered through Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, “Fidelity”), member FINRA/SIPC. Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
