Stephanie is part of LPL’s ‘Administrative Solutions’ team. She supports multiple advisors with administrative tasks and client management functions on a virtual basis. She joined FPA Wealth Management in 2023 and supports Tom and Lauren with administrative responsibilities including account management and client communication.
Stephanie has 23 years of experience in the financial services industry. She values the positive impact of financial advisors on their clients’ lives. She understands the urgency of client relations and takes pride in providing a professional experience. She currently holds her Series 99, along with her Life, Health and Long Term Care license.
Stephanie is a native of Charlotte, North Carolina. She and her husband, Chris, have 4 children and 1 grandchild. They enjoy spending time with family and friends, and traveling.