Stephanie began her career in the financial services industry in January of 2007. Her first role was filing part-time while she completed her final semester at Utica College of Syracuse University studying Elementary Education. She fell backwards into love with the industry and instead of completing her student teaching, accepted a full-time position launching her career in operations and office management support.

In February of 2021, Stephanie attained her FINRA Series 7 license and in March 2024 attained her FINRA Series 66 license. Over the years, Stephanie has served in many leadership roles including Advisor Group’s (Osaic’s) National Operations Excellence Council in March of 2022.

After spending the majority of career with one firm, Stephanie felt drawn Xavier and Erik’s method of delivering financial advice.  And after many conversations, she decided to join the Plan Wisely team in November 2024.

Stephanie is born and raised in and around West Winfield, NY, and is a graduate of Mount Markham Central School District class of 2002. She started her college education as a vocal major at Onondaga Community College before transferring and completing her bachelor’s degree at Utica College of Syracuse University in May 2007 majoring in psychology with a minor in elementary education.

She married her husband, Andrew, in the summer of 2006, and together they have 3 daughters – Isabella, Alessandra, and Adriana. The girls keep the family busy with both school and club soccer and volleyball. Together, they are avid fans of the Buffalo Bills, Manchester City F.C., and the USMNT.

On a personal note:

Stephanie enjoys participating in local runs and leading by example alongside her husband, the importance of lifelong health and wellness. She has consistent volunteer and regular participant for the American Heart Association annual Heart Run and Walk in Utica, NY. She runs annually in honor of the many family members impacted by heart issues and the memory of her Uncle Frank.

As a lover of shoes, Stephanie has a great collection of high heels and wears them more often than not. She also enjoys a vibrant lip color and sipping cocktails with family and friends.