En Ka Society of Winchester
Stephanie is a Client Service Associate at The Colony Group. She provides a broad range of client services and operational support for a team of wealth advisors. Stephanie is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Prior to joining The Colony Group, Stephanie was with Ameriprise Financial where she worked as a Client Relationship Manager. Prior to that, she has held various communication and event positions including at the City of Weston, The Weston Family YMCA, both in Weston, Florida, and the Grand Wailea Resort in Maui, Hawaii. Stephanie holds her Bachelor of Science in Public Management from Indiana University Bloomington.
Outside of the office, she enjoys spending time with her two daughters, three stepchildren, two dogs, two cats and husband (last but not least!). She loves hiking and snowshoeing and traveling to warm places.