Stephanie provides valuable back office operations and marketing support for Larson Financial Planning. Her work ensures that Christina has more time to spend communicating with and helping clients.
Stephanie Platt has over 20 years of financial services experience, working for companies including Prudential Insurance, Vestax Corporation, and Dean Witter Reynolds in a variety of sales, marketing, and product development positions. Passionate about helping Registered Investment Advisors succeed, Stephanie founded Financial Services Outsourcing Solutions, LLC in April 2007.
Stephanie also earned a Bachelor of Business Administration in Finance and Economics. Because of her diverse work experience, Stephanie demonstrates extraordinary expertise and understanding of the specific details required for a successful financial services operation. Larson Financial Planning is fortunate to have Stephanie as our partner.
Stephanie resides in Ohio with her husband and two children, and enjoys having her recently married daughter nearby. Stephanie has a strong passion for quilting and is also very active in her local church.