About Stephanie Roelfsema

As a professional in the financial services industry I am excited to work with you to help realize your financial goals and protect your family. Through work in retirement planning, education funding strategies, identifying insurance needs and investment strategies, I can help you achieve your goals. Building personal and professional relationships with you is paramount to the work that I do and the success of the financial strategies we create together. By creating connections based around knowledge and understanding of individual needs, we are able to work together to incorporate those things that matter most to you, into a plan that you can feel good about. Bringing my work with me into the community is one of the things I love most about working as a financial advisor. The connections that I build while at the hockey rink, attending school events and worship services at Our Savior’s Lutheran Church, allow me to help those that I care about with planning for their future.

Giving Back To Our Local Community

  • Give Thanks and Give Back 2019
  • V-500 Scholarship Donor
  • Valley City Hockey Club Volunteer
  • PTO Volunteer
  • Participate in local Chamber Events

Education & Accomplishments

  • FINRA Series 7 General Securities Representative
  • FINRA Series 63 Uniform Securities Agent
  • Life and Health Insurance Licenses
  • Bachelor of Science in Education, Masters in Education, Valley City State University
  • Recipient of Prairie Business Magazines "Top 40 Under 40" for 2018