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
- Missouri
- Nebraska
- Ohio
- Oregon
- Tennessee
- Texas
Insights
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.
Charitable Strategies to Maximize ImpactSep 18, 2026, 1:00 AM UTC
For clients and prospects, the focus will be on how Thrivent Charitable™️, in partnership with Financial Advisors, takes a holistic, personalized approach to help donors create strategic charitable plans, resulting in personalized impact. Molly explains how charitable funds work, explores various giving methods, and offers tailored solutions for their financial circumstances. The session covers the three steps to a charitable fund—Give, Grow, and Grant—explains the differences between Give Now, Give Later, and Give & Receive gifts, and concludes with practical steps to begin.Registration link -Long: https://www.eventbrite.com/e/charitable-strategies-to-maximize-impact-bloomington-tickets-1992494373307?aff=FApromo Short: bit.ly/charitable-bloomingtonDoors open at 5:30 pmDinner served at 6:00 pmPresentation begins at 6:30 pmRob Dob's | 801 N Hershey Rd Bloomington, IL 61704
Leaving a Thriving LegacyOct 7, 2026, 12:00 AM UTC
We are dedicated to helping you make thoughtful plans for your future-and for the people you care about most. Join us as we discuss strategies to navigate life's unexpected challenges with confidence as we address:Essential estate planning documents everyone should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on accountsThe SECURE Act 2.0 and its impact on retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow qualified charitable distributions (QCDs) workLife insurance: Creating stability for every stage of lifeThis event is designed for our clients and their adult beneficiaries. Together, we'll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.3 sessions to choose from:Tuesday, October 6 at 5:30p.m.Wednesday, October 7 at 11:30a.m.Thursday, October 8 at 6:30p.mSpecial guest speaker: Eric W. Bilger, FIC, Financial Advisor, ThriventNo products will be sold. 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 is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's BrokerCheck for more information about our financial advisors.31374F R12-25Virtual
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