Stephanie has been the administrative backbone of Planning Partners, LLC for more than 15 years, providing outstanding service on the phones and to the advisors in the office. She has 35 years of experience in the Financial Services industry and successfully earned her Bachelor’s degree in General Studies with a focus in Human Services in 2011 while employed at Planning Partners, LLC. At the firm, Stephanie expertly manages client communications, account paperwork and marketing efforts.
Stephanie lives in Barkhamsted, CT with her husband of over 25 years, Scott, and their two wonderful children, Sheldon and Janessa. Stephanie is an active volunteer in the school systems, always in support of her children and their education. She chaired the elementary school’s PTO Penny Auction fundraiser for more than ten years and enjoyed substitute teaching for many years while working part-time at Planning Partners, LLC. Summer camping trips and spending quality time with friends and family provide the helpful and nurturing nature that Stephanie shares with our clients every day.