Stephanie has over 20 years of financial planning and advisory experience. She provides comprehensive financial planning services to multi-generational families, including net worth analysis, cash flow planning, estate planning and wealth transfer strategies, debt management, risk management and tax planning and analysis. Prior to Okabena, she was an investment banker providing strategic and financial advice to small and middle market companies. She also has over five years of public accounting experience. Stephanie very much enjoys helping clients develop and  optimize their businesses for long-term success.

Stephanie has a BA degree in Accounting from the University of St. Thomas and an MBA from the Carlson School of Management. She is a Certified Public Accountant (CPA) – inactive.