CLIENT SERVICES SPECIALIST
Stephanie has been working in the financial industry for more than a decade, supporting clients and making them feel comfortable. Her welcoming nature along with the personalized service she provides adds to the firm’s close-knit family feel. In Stephanie’s actual family life, she and her husband Allan, a high school principal, are very active in the community, particularly helping small rural schools survive and thrive. They devote a lot of time and fundraising support to their local high school’s staff and students. Together they have three children: Collin, Gavin, and Addie, plus a Shizu named Molly. When not in the office, Stephanie enjoys boating, kayaking, and just about anything that involves water.
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Retirement and investment planning to enjoy your golden years.
254 Moulton St. E, Suite 200
Decatur, AL 35601
Located in the River Bank & Trust Building
(256) 584-2500 (main)
(256) 584-2600 (fax)
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