As an LPL Administrative Assistant, Stephanie partners with Olson Wealth Group to provide support on administrative tasks and client management functions.
Stephanie has 19 years of experience in the financial services industry. Prior to joining LPL, she began her career as an Underwriting Specialist with GCG Wealth Management, Inc., formerly known as Greater Carolina Group. The firm’s General Agent became Stephanie’s mentor and challenged her to learn all aspects of running a financial services firm and supporting growth. During her 18 years with GCG, she excelled in processing life and investment business, compliance, commissions, human resources, marketing, accounting, and handling technology for the firm.
Stephanie values the positive impact of financial advisors on their clients’ lives. She understands the urgency of client relations and takes pride in providing a professional experience.
She’s currently pursuing a bachelor’s degree in business administration with a concentration in operations management. She is a Notary Public and holds Life, Health, and LTC licenses.