Stephanie brings 25 years of experience working in financial services to the team. Stephanie launched her career as a Personal Banker at Wells Fargo Bank while earning her bachelor’s degree from the University of Denver, where she majored in finance with a minor in accounting and economics. 

After moving to New York City in 2009 Stephanie held various roles in Wealth Management and Private Banking at Merrill Lynch, Morgan Stanley, and Silicon Valley Bank Asset Management. She has worked with a range of clients, from high-net-worth families to Technology and Life Science companies. After moving back to Colorado in 2019 she most recently worked as a Project Manager for US Bank’s Private Wealth Management Client Integrations team.

Building lasting client relationships has long been a passion for Stephanie. In her role with ALFA Advisory, she manages new client onboarding and existing client relationships. Stephanie takes great pride in being an advocate for the clients she works with and the groundbreaking work they are doing. She coordinates and leads client relationship strategy by helping clients access their financial plans, investment reports, and customizing their client portal, and provides high-touch service on their day-to-day needs. Her vast experience combined with her approachable personality has made her a steady and confident ally to her clients.

In her spare time, Stephanie loves to travel, having been to 5 different continents. Being a Colorado native she loves to experience the great outdoors and loves to travel in her Casita camper to places like Big Sur, Yellowstone, the Grand Canyon and Zion National Park with her two dogs and husband.