Stephanie and her team are the Best!
I have worked with Stephanie since 2010. Working as a solo independent RIA, I knew I needed help with managing software systems, processing paperwork, tracking applications and transfer of assets, trading and performing so many other back-office responsibilities. Stephanie has demonstrated extensive experience with a variety of custodians, portfolio management and CRM systems and effortlessly integrates and navigates between them. Her many years of experience brings a wealth of wisdom that she readily shares. In addition, she offers suggestions to make my systems and practice more streamlined and efficient. Stephanie excels in all she does. She is patient and delightful to work with and I do not know what I would do without her.