An expert at the oversight and coordination of financial accounts, Stephanie is committed to ensuring the accuracy of account data and administrative details. She strives to always keep operations running smoothly and efficiently. Over the course of more than a decade in private wealth management, Stephanie has done everything from marketing to client events, client service to new accounts, project management to technology system maintenance.
Stephanie began her career at a large US Bank before transitioning to support a team of financial advisors at a publicly traded investment firm. Her team there felt they could better serve their clients as fiduciaries by starting a boutique RIA firm, and Stephanie has worked in the RIA private wealth management space ever since.
Stephanie is passionate about working with a team like Delphi’s, that strives to deliver excellence in client service, highly personalized financial planning, and thoughtful investment strategies. She is dedicated to safeguarding the accuracy of accounts, facilitating easy access to account information, and delivering an exceptional client experience.
Stephanie lives with her husband and daughter in San Diego along with their pet bunny and flock of cockatiels. She enjoys Pilates, hiking in San Diego, snorkeling in Maui, and exploring the wine country and restaurant scene in Mexico.
- Helping design and implement operational processes at wealth management firms.
- Delivering outstanding service to wealth management clients and their families.
- Learning business management skills from some of the top wealth management executives in San Diego.
- Bachelor of Science, General Sciences, University of Oregon
I’m inspired by playing a role in client’s wealth management team, helping them and their families organize their finances and plan for their futures.