Financial Advisor
.Divorce Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level. My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy. Seeing my clients succeed and meet their goals is my greatest blessing.
- Financial planning for Individuals, Families, Young Professionals, Small Businesses, and Faith Based Providers
- Navigating divorce with a Certified Divorce Financial Analyst ®️ (CDFA®️), along with a network of attorneys and other professionals.
- Life Insurance and Disability Insurance Protection
- Wealth and Investment Management
- Brokerage and Managed Accounts
- 401k and IRA Setup, and Rollovers
- Short-term, Mid-term, and Long-term Goal Planning
- Additional Care Planning & Expenses
- Retirement Planning
- Inheritance Options
- Tax Efficient Planning and Savings Strategies for every season of your life
- Tax Efficient Charity and Giving Back
I help my clients answer:
- What should I do with my 401(k) from a previous employer?
- When can I retire?
- What will taxes look like in retirement?
- What are the financial implications of a divorce?
- What is a QDRO and do I need one?
- How much life insurance do I need?
- How do I create a budget?
- What is a Roth IRA, and should I have one?
- What happens if I'm unable to work or I lose my job?
- Do I need a financial plan?
- Will I run out of money in retirement?
- What happens to my money after I'm gone?
Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned.
Stephanie has worked in the financial services nearly her entire career. She decided to become a financial advisor with Thrivent because she's passionate about ensuring that individuals and families get the full-service planning that they deserve, while also working with an organization that places a strong emphasis on values and generosity. As a female advisor, Stephanie represents a growing percentage of women who bring their expertise to financial planning - she hopes to serve as a role model and inspiration for future generations of female financial advisors in the years to come.
About Stephanie
Stephanie is a single mom of three adult children, and a longtime resident of St. Louis. Her oldest son is a police officer in St. Louis, and her daughter recently earned her Master's degree in Sports Data Analytics from Loughborough University in London, and has accepted a new position in that field with the St. Louis CITY Soccer Club. Stephanie's youngest son earned a degree in Biology and is working locally in St. Louis.
Giving Back - Living Generously
Stephanie grew up in St. Louis, and is a proud supporter of many charities, organizations, and causes in her community. She spends her free time with friends and family and loves giving back to her community in many ways, including volunteering at local dog rescues, fostering dogs, sponsoring and participating in various running / triathlon organizations.
A few of the charities, organizations, and causes she supports are:
- St. Jude Children's Hospital is her favorite charity
- She also fundraises for and participates in in St. Jude Memphis Marathon Weekend each year for the past 10 years
- On Pace Triathlon Training Club
- Home 2 Home Canine Orphanage
- Second Chance Express - Animal Rescue Service
- Other local dog rescues and shelters
- Certified Divorce Financial Analyst®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4234039)
- Colorado
- Connecticut
- Florida
- Illinois
- Kansas
- Kentucky
- Massachusetts
- Michigan
- Minnesota
- Missouri
- Nebraska
- Ohio
- Oregon
- Tennessee
- Texas
Insights
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Playing for Something Bigger: An Exclusive Interview with Emily and Jesse Cole - Heartland AreaOct 2, 2026, 4:00 PM UTC - Nov 1, 2026, 5:00 PM UTC
The Savannah Bananas have become much more than a baseball team. Jesse and Emily Cole have built a nationally recognized entertainment brand by challenging traditional ideas about sports, customer experience, leadership, culture, community—and now, generosity.Thrivent had the opportunity to sit down with Jesse and Emily Cole for an exclusive podcast-style conversation titled:“Playing for Something Bigger”This recorded conversation explores not only how they built the Savannah Bananas, but also the deeper purpose behind their work—especially their commitment to generosity and foster care awareness through their nonprofit, Bananas Foster.This toolkit is designed to help Thrivent teammates:Understand why this conversation mattersSpeak confidently about Jesse & Emily Cole and the Savannah BananasHighlight the generosity story behind Bananas FosterPromote the interview internally and externallyShare it with clients, prospects, and community partnersConnect the conversation to purpose, leadership, community, and living generously - WHY THIS INTERVIEW MATTERSWho are Jesse & Emily Cole?Jesse Cole is the founder and driving force behind the Savannah Bananas and the creator of Banana Ball. He is widely recognized as a thought leader in entrepreneurship, leadership, marketing, and customer experience.Emily Cole plays a vital leadership role in shaping the organization’s culture, mission, and long-term vision—helping connect business, family, and purpose.Together, they have built a brand known for:FAN-FIRST THINKINGFans First. Entertainment Always.Instead of asking, “How do we sell more tickets?”They ask, “How do we create an experience people can’t stop talking about?” – HOW TO TALK ABOUT THE INTERVIEW10-second version“We recently sat down with Jesse and Emily Cole, the team behind the Savannah Bananas, for a podcast-style conversation about leadership, culture, creativity—and what it means to play for something bigger than yourself.”30-second version“You may know the Savannah Bananas from social media, but we recently had the chance to sit down with Jesse and Emily Cole for a deeper conversation recorded podcast-style. We talked about how they’ve built a fan-first culture, what they’ve learned about leadership and creativity, and how their work is expanding into generosity through their nonprofit Bananas Foster, which supports foster care awareness. It’s a story about much more than baseball—it’s about purpose and impact.”One-sentence version“It’s a conversation that will inspire you to dare to dream, chase your passions—and start playing for something bigger.”Video Link: https://video.thrivent.com/view/EdPa35sm0uDWE99rAp8qD7On-Demand Video
Thrivent Action Teams: Community Service Opportunities for Thrivent MembersNov 24, 2026, 12:00 AM UTC - Nov 25, 2026, 12:00 AM UTC
Supporting your community with Thrivent Action Teams!We’re here to help you make a difference. Simply gather a team of friends, family or neighbors to put on a fundraiser, educational event or service activity. We’ll provide the resources you need to get started – including up to $250 in seed money. Then you and your team can get busy bringing your project to life.Click on the Link Below to Learn More or to Apply / Register for your Action Team:https://www.thrivent.com/about-us/membership/thrivent-action-teamsYour Choice of Location & Date
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations