Now in its second year, the $100M Club highlights women who are not only achieving significant financial benchmarks, but reshaping what leadership looks like in wealth management through their expertise, client focus, and influence in the industry. All figures submitted for consideration are subject to verification through a compliance review process.
Reaching $100 million in assets under management is a meaningful professional milestone, and one that reflects years of disciplined work, earned trust, and a genuine commitment to the people you serve. For Stephanie, it is also a natural expression of the integrated, tax-aware approach to financial planning she brings to every client relationship.
We are proud to celebrate this milestone with Stephanie and with the clients and families whose confidence in her makes achievements like this possible.
No compensation was provided to obtain or market this recognition.
