Stephanie works closely with corporate executives and other high-net-worth individuals to develop and implement wealth strategies that are unique to each family’s needs.

Prior to joining WealthCrossing, Stephanie was a manager in the assurance and advisory business services practice at Ernst & Young.

Stephanie holds a BS in Commerce and an MS in Accounting from the University of Virginia. She is a certified public accountant and a CERTIFIED FINANCIAL PLANNER® professional. She is a member of the American Institute of CPAs and the Virginia Society of CPAs.

A dedicated volunteer, Stephanie serves on the Board of the McMahon Parater Scholarship Foundation and the Advancement Committee for the Benedictine Schools of Richmond. She is also an active member of the Women’s Giving Circle, which raises awareness and funds to support local non-profit organizations.

Stephanie enjoys spending time with family, cheering for her two daughters at sporting events, and walking their adorable black Labrador.