Wealth Enhancement Group

About My Practice

Stephanie is an experienced financial advisor that specializes in financial and estate strategies, asset allocation and also specializes in working with federal employees. With over 14 years of experience, she is able to develop comprehensive financial strategies for her
individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies. Stephanie is very passionate about working with federal
employees, not only because her family was military and worked as federal employees but because of their unique planning needs—helping to balance their exceptional government benefits with the rest of their sometimes-complex financial picture.

With Stephanie’s extraordinary background and training, she is able to leverage the availability of investment strategies that enable her to focus on working towards capital preservation and multi-generational wealth preparation for her clients. Stephanie offers a depth of knowledge in many of the critical areas of the financial landscape. She has the experience, education, and vital tools to help her clients design and implement a strategic plan to pursue their individual financial goals.

Stephanie holds her Series 6, 7, 63 and 66. She is also licensed through the state of Arizona for life insurance. In addition to the Chartered Retirement Planning Counselor (CRPC®) designation, she also holds her Certified Divorce Analyst (CDFA®) designation and has
helped many clients going through a difficult emotional divorce and assisted them in making the best financial decisions for their future financial goals and objectives. Through extensive training, Stephanie has also learned the particulars of the various federal benefit programs and helps federal families to make the most of those benefits—both while working and in retirement.

Stephanie was born in Tucson but with her parents serving in the military during her childhood, she spent most of her childhood in England and Ohio prior to moving back to Tucson. When Stephanie isn’t helping her clients, she loves to spend time with her family including supporting her children in sports and extracurricular activities as well as working on her golf game. Growing up, she enjoyed playing softball and basketball.

For federal retirement workshop locations and dates, visit:  https://www.fedimpact.com/HG

Offering Advice Since

2009

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Budgeting and cash management
Certified Divorce Analyst (CDFA®) designation and have helped many clients going through a difficult emotional divorce and assisted them in making the best financial decisions for their future financial goals and objectives.

Licenses, Certifications, Education, and Affiliations

Designations:  CRPC, CDFA®
Insurance Licenses:  Arizona Life Insurance
Security Licenses:  Series 6, 7 and 63 registrations through LPL Financial
Education:  Southern New Hampshire University - Graduated Summa Cum Laude with a Bachelor of Science in Finance
Associations & Affiliations:  Member of the Junior League of Tucson

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

Wealth Enhancement Group advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.