Stephanie embodies the standard of care and dedication that this recognition is designed to highlight. Her credentials reflect a deep commitment to the kind of integrated, tax-aware financial guidance that WealthCrossing is built around — and her approach to client relationships reflects the same values of trust, accountability, and purpose that define our firm.
We are proud to see her work recognized on a national stage, and grateful every day for the knowledge and integrity she brings to our clients and our team.
AdvisorHub’s Advisors to Watch ranking evaluates advisors on a 100-point scale across three equally weighted categories: scale, which measures the relative size and sophistication of a practice; growth, which reflects year-over-year progress in assets, clients, and production; and professionalism, which considers regulatory record, community involvement, mentorship, and team makeup. Advisors cannot pay for inclusion, and AdvisorHub receives no compensation from those recognized.
Additionally, Stephanie was recognized by AdvisorHub’s 1000 Advisors to Watch 2026. Stephanie was named as one of the advisors in the 250 RIAs to Watch category.
No compensation was provided to obtain or market this recognition.
View the full Women to Watch list here: https://www.advisorhub.com/advisors-to-watch-women-ria-2026/
To view the 250 RIAs to Watch here: https://www.advisorhub.com/advisors-to-watch-ria-2026/
