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
What could give the economy momentum in 2027—and what could slow it down? Thrivent Chief Financial & Investment Officer David Royal explains why AI investment and strong employment offer reasons for confidence, while higher interest rates could create headwinds. Watch the clip: https://bit.ly/4eh5DWv
November 2026 Market Update: Bonds rally on AI anxietyWhat happens when enthusiasm around AI meets questions about valuations and returns? In Thrivent's November Market Update, we look at how AI investment is supporting U.S. economic growth, why stocks encountered some turbulence and what drove the recent rally in high-quality bonds.
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Join us at an upcoming event
We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Action Teams: Community Service Opportunities for Thrivent Members
Nov 24, 2026, 12:00 AM UTC - Nov 25, 2026, 12:00 AM UTCYour 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