Client Success Manager
Stephanie is a Senior Client Success Manager at Facet Wealth. Prior to Facet, Stephanie successfully managed multiple large accounts and technology sales initiatives. With 20 years of customer service experience and a strong interest in financial literacy and investing, Stephanie is excited to help people achieve their financial goals. She is passionate about Facet because she believes that everyone should have access to comprehensive, high quality financial advice at an affordable price. Stephanie’s primary goal is to seamlessly onboard new clients to the Facet family. When not working with clients, Stephanie enjoys spending time with her husband and pets, traveling, going to the gym, and volunteering with various animal rescue organizations.
Education: University of Maryland Baltimore County (BS)
"The two most important days in your life are the day you're born and the day you find out why." -Mark Twain
Get to know Stephanie
My family (missing are my two nephews) at my parents 50th wedding anniversary party.
Ben and I in Spain. We spent 3 weeks in the mountains of the Catalonia region where we enjoyed some of the best rock climbing in the world in Siurana, Margalef, and Oliana.
NoteThe best day with our best boy, Buddy.
Our cats – Scotch and Bailey
Who inspires you?
My husband Ben. He works incredibly hard and is the most brilliant person I have ever met. There isn’t anything that he sets his mind on doing that he doesn’t accomplish, and he pushes me to be my best every day.
What are you passionate about?
Animal rescue and welfare has been a passion of mine for years. I have worked to overturn breed specific legislation, helped with all types of animals in a shelter environment, and have fostered lots of cats and kittens. I am also passionate about fitness, health, and financial wellness.
What's the best meal you've ever had?
We ate the restaurant in the hotel Can Boix in the mountains of Oliana, Spain. It was a multi course menu that sampled various dishes using local seafood, meats, and vegetables. I am not sure what some of the dishes were but everything was delicious!
What's your secret talent that no one knows about?
Photography – I learned photography on a vintage 1970’s camera. Now, I am branching into drone photography but I still love my DSLR! My favorite things to photograph are landscapes, flowers, and animals.