Stephanie joined our team in December of 2016 as an Administrative Assistant and her role has since expanded into a Client Service Associate. She graduated with an Associate’s Degree in Accounting from Dover Business College.
Stephanie brings to our firm over 25 years of industry experience in accounting and bookkeeping services. She performs all of the general clerical duties as they relate to the day-to-day support of our firm. She is often the first to field client inquiries by phone and plays a key role maintaining our calendar of commitments. She also has maintained a realtor’s license in New Jersey for over 10 years.
During tax season, she supports the tax team by confirming appointments, coordinating the flow of client data, and collating tax returns. Her responsibilities recently expanded to supporting the investment team with client activities. Stephanie's dynamic skill set & client centric focus contributes to our firm's exceptional client experience.
In her spare time, Stephanie enjoys spending time with family, traveling, running, and playing tennis.
Have a question for Stephanie? Contact her directly at firstname.lastname@example.org.