Stephanie provides financial planning and serves as the director of client services at Council Oak Wealth Advisors. In addition, she oversees the firm’s marketing and social media efforts. She has worked in the financial services industry for nearly 20 years.
A Georgia native, Stephanie graduated from the Georgia Institute of Technology with a B.S. in business management. She has a Master’s degree in family financial planning from Oklahoma State University, and she holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) accreditation.
She and her husband, Jack, have called Oklahoma home since 2007.