Stephanie is a Registered Representative with HD Vest Investment Services, holding the FINRA Series 6 - Investment Company Products/Variable Contracts Representative and Series 63 - Uniform Securities Agent State Law Exam licenses. Stephanie joined Fox Financial in July of 2017 with a goal of building new client relationships and introduce the firm’s unique approach to financial planning to a widely diverse clientele. Prior to joining Fox Financial, Stephanie spent six years in management positions in Buffalo, NY.
Stephanie received her Bachelor of Science with a concentration in Finance from Niagara University in 2011. Prior to her graduation, Stephanie was a former intern at Citigroup and Ameriprise Financial.
Stephanie and her husband Pete live in Olean, NY. Stephanie enjoys playing recreational sports, baking, and spending time with friends and family.