Stephanie Anderson
CWS®

I joined my dad and brother in the family business in 2013 as the Director of Marketing and Operations. I had departed a similar role I held at a multinational corporation for 10 years and thought it would be enjoyable and a great way to spend more time with family, to be part of the family business. After finding my passion in the financial services business and bonding with our client base, I knew I needed to jump in with both feet, become an advisor, and start helping more folks achieve their financial goals for themselves, their families, and small businesses. I became a Certified Wealth Strategist (CWS®) in 2017 which earned me the opportunity to address the 13 primary wealth management issues including retirement planning, investment planning, risk management and insurance, executive compensation, tax and estate planning and more.

When I’m not doing the work that I love I’m spending time with my husband – a high school teacher and coach – and our two beautiful girls, playing in and attending sporting events and traveling the world!