Stephanie joined Professional Planning Group in 2019. She works on our Client Service team supporting Peter Wallace. As a Client Service Associate, her responsibilities involve administrative support, providing exceptional client service to both new and existing clients and investment trading.
Prior to joining Professional Planning Group, Stephanie worked at Infinex Investments (First Bank) in Southern Pines, North Carolina where she supported Financial Advisors and bank branches as well as the program’s Registered Principal. Stephanie previously worked at Wells Fargo and First Bank of North & South Carolina.
Stephanie is originally from Detroit, Michigan and studied at The University of Toledo. She holds the Series 7 and 66 licenses.
Stephanie lives in Charlestown, RI with her husband, Joseph and their son, Rhys. In her free time, she enjoys the beach, hiking, reading and spending time with her family.