Beginning in 1996, Stephanie Honan has built a broad background in investment services including institutional sales, advising business owners, working with foundations/endowments, and assisting high net-worth individuals in investment planning. She works extensively with retirement plans, businesses, employee stock options, non-profits, and CPAs throughout the Northwest. She earned a Bachelor's degree in political science from WSU and has completed postgraduate work in finance at the UW. She is a CERTIFIED FINANCIAL PLANNER™, CFP®.

• CFP® Designation: Certified Financial Advisor, November 2006
• UBS Wealth Management Education Program: Certification, December 2007
• 1996-1999 Dain Rauscher’s Prospector’s Circle Award-Top Producer in Sales Group

• University of Washington, Seattle, WA - Postgraduate Finance classes
• Institute of European Studies, Vienna, Austria
• Washington State University, Pullman, WA - BA in Political Science. Minors: Business and English.

• Series 63, Uniform Securites State Agent
• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• State of Washington, Life and Disability Insurance Licensed

• Junior League of Seattle, Katie McKay Circle Member
• Instructor at Lake Washington Technical College - Financial Education Classes
• 1999 San Diego Marathon & 1998 Vancouver Marathon
• Seattle Children’s Home, Sheldrick Wildlife Trust, Chimpanzee Sanctuary NW, Association of Catholic Childhood Volunteer

AK, AZ, CA, CO, FL, GA, IA, ID, IL, MA, MD, MI, MN, MT, NC, NH, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI, WY