Stephanie provides valuable administrative support for Larson Financial Planning.  

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Stephanie 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.

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Stephanie resides in Ohio with her husband and two children, and enjoys having her married daughter and grandson nearby.  Stephanie has a strong passion for quilting and is also very active in her local church.