FINANCIAL & ESTATE PLANNING, INDIVIDUAL, ESTATE, AND TRUST TAX

Stephanie joined the firm in 2008 and provides over 26 years of experience with various large firms in the Southeast United States.

She specializes in comprehensive financial and estate planning as well as taxation of high-net-worth individuals, estates and trusts and provides personal accounting services to high-net-worth individuals.

Stephanie and her husband Jonathan reside in Huntsville and have three children, Jake, Allie and Remy.

Education:
Bachelor of Science in Accounting – University of Alabama
Master of Accountancy, Taxation Specialty – University of Tennessee
The College for Financial Planning – CFP® Certification Professional Education Program

Completed Master Class Studies in John Maxwell’s:
The 15 Invaluable Laws of Growth
Leadershift
The 17 Indisputable Laws of Teamwork

Certifications:
Certified Public Accountant (CPA)
Certified Financial Planner™ Certificant

Professional Memberships and Affiliations:
American Institute of CPAs
Alabama Society of CPAs
President of the Financial and Estate Planning Council of Huntsville
Past President and Board member of the Accounting and Financial Women’s Alliance (Huntsville & Atlanta Chapters)

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