Stephanie joined the Freedom Street Advisors team in 2021 at our Staunton office as a Client Service Manager.
Her essential role focuses on daily interactions with our clients. These responsibilities include building and maintaining positive working relationships, helps advisors establish plans that help our clients achieve short- and long-term goals, and account administration and maintenance. Stephanie takes great pride in her position, especially when assisting others in ensuring they are financially secure and prepared to handle both life’s unexpected challenges and triumphant moments.
Helping others has always been a top priority for Stephanie. She considers herself fortunate to work in a career where she can play a part in assisting others in establishing financial stability. She aims to be an essential resource for our clients and not only meet their expectations but exceed them while working with our organization.
Stephanie is known for her compassionate and loyal nature, characteristics that she has held throughout her career. Before joining our team, she gained eight years of critical experience at Edward Jones as a Senior Branch Office Administrator, where she developed a vast understanding of the industry. Stephanie also had a career as a realtor, and she was the Store Accountant with Giant Foods and applies all of her previous experience and expertise to her role on our team.