Expert Financial Advisors at Chestnut Financial
Stephanie’s skill set began on the investment side of the business. She wrote her Securities and Life License while finishing her education in 2010. After finishing school, Stephanie worked for a brokerage house and continued her hands-on learning there. Once establishing herself at the brokerage house, James invited Stephanie to join Chestnut Financial and oversee the investment side of the business. Stephanie is also involved in the servicing of existing clients and implementing new insurance strategies.
On a personal level, Stephanie and her husband Adam have 6 children. They enjoy watching their children participate in numerous activities and both have a passion for travel.