LPL Financial Advisor + CEO
Stephanie believes investing can uplift families and communities. She is excited to support clients beginning their financial journey and through the accumulation stage. Whether it is saving for college or planning for retirement, Stephanie helps them develop a strategy. For clients that want to give back to their community, she guides them through the possibilities of ESG (Environmental, Social, and Governance) investing and charitable giving.
With over a decade of experience in the financial industry, Stephanie became the owner of Seasons Financial Group in 2020. A Cornell graduate like Ken, she first cultivated her business management approach working in the non-profit sector. She is particularly proud of her time working for The Leukemia & Lymphoma Society in fundraising and development. Her foundation in operations and outreach enriches the client experience.
Born and raised in the Portland area, Stephanie lives in Clackamas with her two children. She enjoys spending time with her family, running, paddle boarding and exploring the great outdoors. Stephanie holds her Series 7 and 66 registrations with LPL Financial.