Stephanie Platt
Financial Services Outsourcing Solutions’ founder, Stephanie Platt, has been in the Financial Services industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series
In 2007, Financial Services Outsourcing Solutions (FSOS) was formed to address the many challenges facing financial advisors today. In a never-ending battle, financial advisors have to find time to simultaneously acquire new clients as well as retain and service current clients. No longer will you have to worry about finding the time to accomplish both objectives. Let FSOS be your complete client management resource.
Financial Services Outsourcing Solutions’ founder, Stephanie Platt, has been in the Financial Services industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series
David Platt served in the Navy from 1988 through 1992 as an electronics technician. After leaving the Navy, he worked as a maintenance electrician for several companies before joining FSOS
Haleigh Platt joined FSOS in 2020. She graduated from Ursuline College in 2021 with a bachelor’s degree in graphic design and English literature. She is the daughter of Stephanie and
Patricia Crooks (Patty) has been in the accounting field for more than 30 years. She earned her degree, Bachelors of Business Administration majoring in Accounting from Texas A&M. Her experience
Brenda Miller joined FSOS in November of 2021 and previously worked in banking for 38 years. Her experience consists of branch and loan operations, security, and project management. She has
Pavla joined FSOS in 2024. She grew up in the Czech Republic but moved to the United States in her teenage years. She holds a Bachelor degree in Interdisciplinary Arts
Wendy Blatt joined FSOS in May 2025. After a lengthy career as a software engineer, Wendy transitioned into wealth management as a fulfilling second chapter. For over a decade, she
Lauren Krull joined FSOS in September 2025 and holds a Bachelor of Science in Business Administration from Southern New Hampshire University. She brings over a year of experience in the