Stefanie focuses on Life, Living Benefits & Estate Planning. She has over 20 years of financial advisory experience and holds the CERTIFIED FINANCIAL PLANNER® & Chartered Life Underwriter designations. Stefanie is passionate about engaging clients in needs-based conversations to better understand each clients unique financial goals. 

Stefanie’s primary focus is insurance planning with individuals, families & business owners through all financial/life stages including estate preservation strategies.

She excels in helping clients understand their financial risks and creating a protection plan that is flexible and easy to understand.