Simplified Financial Advice.

Meet Stephanie

Stephanie has been the Director of Operations for BMY Wealth for over 13 years. Her organizational skills and approachable personality are an asset to our team. Stephanie oversees all client new account openings, money transfers, all additional paperwork that is required and ensures that our office runs smoothly.

Prior to joining the firm, Stephanie worked as an administrative assistant in higher education for 15 years, where she was known for her high-quality work, organizational skills, and attention to detail.

Outside of work, Stephanie enjoys spending time with family, husband JD, granddaughter Mila Kate, daughter Saige, son-in-law Ivan and son Austin. They have lake property they spend as much time at as possible. Stephanie and JD also love to travel.