Stephanie has concentrated her career in the investment and retirement plan industries. Prior to joining Atlanta Retirement Partners in 2016, she was Vice President - Marketing with Stadion Money Management. Earlier in her career she worked in sales and marketing with Nations Funds, the proprietary mutual fund company of Bank of America, Broad Street Capital Advisors, and served as account director with The (k)larity Group and Greenspring Wealth Management. While working at The (k)larity Group, she was recognized for her accomplishments by being named as a finalist for the PLANSPONSOR 2011 Retirement Plan Adviser Team of the Year award.
Stephanie assists the advisors who work with employers to build strong, effective retirement programs, through consultation on plan design, investment line-up development and monitoring, plan pricing, governance and fiduciary practices, administration and development, and execution of employee engagement programs. In addition, she assists with business development and firm best practices including service model, marketing, and content creation.
Stephanie earned her Bachelor of Business Administration degree in Finance from Georgia Southern University. In addition, she has earned the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA). This credential demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Stephanie holds Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with IFG Advisory, LLC.
*Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. Atlanta Retirement Partners, IFG Advisory and LPL Financial are not affiliated with The (k)larity Group.