Stephanie lives in Albany, TX with her husband, Trey and daughter Berkley. She is active in her church and the Albany community. She graduated from Texas Tech University with a bachelor of science in Personal Financial Planning and is a candidate for CFP Board certification.
Why have you chosen a career in financial planning?
I chose a career in financial planning because of my passion for helping people. I love being able to help take on a client’s financial burden so that they can enjoy the other parts of their lives.
What types of clients do you serve?
I am currently assisting Jody in serving all individual clients at TFS.
Give an example of a way you have helped a client.
My favorite part about helping a client is being able to see the relief on their face when you have taken care of something that has been weighing them down.