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Stephanie Roelfsema
Financial Associate

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 associate. 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.