Meet Stephanie


With an interest in investing herself, Stephanie understands the emotional and financial aspects of wealth management and financial planning. She enjoys working with clients, answering their questions and helping to ease their anxiety because she knows the team is taking excellent care of them.

Stephanie attended Indiana University in Bloomington during the reign of coach Bobby Knight. She received her B.A. in Geography with an emphasis in International Studies. After graduating, she worked in various positions, from municipal governments to a Fortune 500 company, before coming to work at Dynamic Legacy Planning.

In her position, her focus is working directly with the clients and working diligently to provide the highest level of service.

Born and raised in Indiana, Stephanie is an avid IU and Butler University basketball fan, as well as a Notre Dame football fan. She enjoys spending time with her husband, two girls and three dogs.

Favorite food:

French Fries.

Favorite quote:

“A balanced diet is a cookie in each hand.” – my Grandma Joyce

Favorite movie:

“White Christmas”

Favorite TV show:

“Gilmore Girls”

Favorite holiday: