Stephanie has over 12 years of experience in financial planning and practice management and 25+ years in the retail industry. A Business Management graduate from the University of San Francisco, she plays a key role in keeping Nexus Wealth Partners running smoothly behind the scenes.
She oversees daily operations, manages advisor schedules, ensures compliance, and drives process improvements. Stephanie also works directly with clients, assisting with account setup, cash needs, cost basis tracking, and general inquiries—focusing on clarity and efficiency.
Reliable, detail-oriented, and approachable, Stephanie is a valued resource for both clients and colleagues. Outside of work, she enjoys family time, trying new recipes, and relaxing with a good show.
Educational Background:
Bachelor of Science degree in Business Management, University of San Francisco
*Not registered with LPL Financial