Stephanie started her career in medical sales and spent six years managing a team of customer service representatives. Her knowledge in customer service and years of experience managing people, proved to be a natural fit with CAM when she joined the company in 2017.
Since then, she has become both insurance and securities licensed – obtaining her Oklahoma Insurance, Series 7, and Series 66 licenses, as well as the CFP certification. In her current role as a Wealth Manager, she partners with Doug and Justin to oversee comprehensive financial planning, portfolio management, and account trading.
“It all started with a savings account that my dad would match, dollar for dollar, anytime I made the "financially responsible" decision to save my allowance instead of spend it. There, at seven years old, the seed was planted.
Though I didn't initially start my career in the financial sector, the deep-rooted passion for my own financial well-being eventually landed me in a position where I could grow in this field and share my knowledge with others. I love this industry and I love helping people. For me, it truly is the Best. Job. Ever.
As a financial advisor, I have one goal: Turn my passion into purpose.”
Personal:
Stephanie was born and raised in Oklahoma City. She is a graduate of Oklahoma State University and has a Bachelor of Science degree. While at OSU she met her husband, Garret, an Enid native. They planted their roots in Edmond, Oklahoma where they are now raising their two sons, Callahan and Sullivan.
When Stephanie and Garret aren’t chasing the boys around the yard, they enjoy traveling, home renovation projects, and especially snow skiing.
