By addressing each client’s needs, Stephanie seeks to create individual investment strategies and provide personalized and realistic means for reaching financial goals.
Along with administering portfolios that include a combination of stocks/bonds, funds, insurance, and variable products, Stephanie concentrates on alternative strategies. Stephanie has also helped structure retirement plans, including 401K/Profit Sharing/Cash Balance plans and SIMPLE plans for several area firms and medical practices.
Having worked in the exhibition design and textile industry for several years, Stephanie entered the securities business and join Oxford Investment Group in 2010. For Stephanie, providing a client with a feeling of financial security is the essence of being a successful advisor.