Stephanie is co-founder and managing partner of women-owned firm, GM Wealth Group, and is responsible for guiding the firm’s investment strategy, research and strategic development. With nearly two decades of experience in the financial industry, she is dedicated to helping her clients achieve their financial goals.
Stephanie has overcome career barriers by being the only female in her class to graduate from the Merrill Lynch training program. Having worked in male dominated fields, she knows first-hand how challenging it can be for women to thrive professionally and financially. That’s why Stephanie is passionate about helping women achieve financial freedom. She believes that listening to the client is of utmost importance so she can apply customized strategies to meet specific needs with a thoughtful, yet proven approach.
Specializing in investment strategy, portfolio construction, risk management, and corporate and private retirement plans, Stephanie leverages her extensive experience and professional qualifications to implement highly customized portfolios for her clients. She thrives in helping her clients build wealth and fulfill their dreams.
Stephanie, a native Texan, received her B.A. from the University of Texas at Austin. Stephanie holds FINRA Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. She is also a Chartered Retirement Planning Counselor (CRPC)®.
Stephanie’s interests include architecture, wine and travel. An avid tennis player, Stephanie employs strategies to give her clients the advantages of putting the ball in their court.