Stephanie joined WealthCrossing in March 2006. She works closely with high-net-worth individuals and multi-generational families. Stephanie identifies financial planning opportunities and delivers integrated investment, tax, retirement, charitable, trust and estate planning advice. She brings expertise in trust and fiduciary matters, coordinates independent trustee services, and works with the client’s estate attorney to implement wealth transfer plans. Known for her collaborative approach and attention to detail, Stephanie enjoys building lasting relationships and serving as a trusted advisor through every stage of life Stephanie began her career at Ernst & Young and advanced to a manager in the Assurance and Advisory Business Services group before joining WealthCrossing Stephanie earned a Bachelor of Science in Commerce and a Master of Science in Accounting from the University of Virginia. She is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNER® professional (CFP®), and Certified Trust and Fiduciary Advisor (CTFA) Stephanie is actively involved in the Richmond community, serving on the Board of the McMahon Parater Scholarship Foundation and the Advancement Committee for the Benedictine Schools of Richmond. She is also a member of the Women’s Giving Circle, supporting local nonprofit organizations through philanthropy and community engagement. Outside of work, Stephanie enjoys spending time with her family and cheering for her two daughters at sporting events.