Stephanie brings tremendous wealth management experience and knowledge to families, executives, professionals, business owner clients requiring expert assistance with financial, estate and retirement planning.  She has been part of the industry for over 35 years and has earned a reputation for providing skilled and practical guidance through all market environments. 

Stephanie possesses years of fixed income and option strategy expertise for clients demanding such advice and execution.  She began her long career at The Ohio Company and then joined McDonald Investments in 1994.  In the mid-2000's, UBS AG acquired McDonald Investments where she has continued serving her clientele with distinction. 

She graduated from The Ohio State University with a degree in business administration. Stephanie is a lifetime member of The Ohio State Alumni Association, past board member of the Resurrecting Lives Foundation and a supporter of Goodwill Industries International. 

With her free time, Stephanie enjoys golfing, working out and spending time with her family.

• Business Administration from The Ohio State University

• Series 7, General Securities Representative
• Series 63, Uniform Securities Agent State Law Examination
• Series 65, Uniform Investment Advisor Law Examination

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