Stephanie’s primary goal is to ensure clients receive an exceptional experience as they interact with our team. She oversees our operations, maintaining efficient processes and making sure our advisors have everything they need to serve clients with excellence. Stephanie also plays a vital role in the onboarding experience, providing prompt, high-touch communication that guides clients through the initial planning phases. With her personable nature and passion for serving others, she develops strong, lasting relationships that make our clients feel heard and cared for.
Professional History
Stephanie has worked in the financial industry for more than 25 years, developing a passion for top-tier client service. In January of 2020, she joined Harbor View as our Team Administrator, providing an added layer of finesse to everything we do.
Personal Life
When not at work, Stephanie loves spending time outdoors with her son and traveling around the world. Some of her favorite places are the Tennessee Mountains, the Bahamas, and Turks and Caicos.