Stephanie H. Spies

Stephanie H. SpiesCFP®, EA

Senior Financial Advisor

Stephanie’s role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Stephanie has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.

What sparked your interest in financial planning? What fuels you every day in your work?

While growing up my family was very open about finances and these discussions began at a young age for me. My family stressed the importance of personal finance and being financially independent. This has stuck with me throughout my life, sparking my interest in helping others gain the same sense of financial empowerment.

Educating my clients and collaborating with them to define and strive toward their goals is what fuels me in my work. It is very rewarding to see my clients feel financially empowered, and to help pass this on to their future generations.

What do you value most in your client relationships?

The level of trust that clients place in us to guide them in their financial lives is what I value most in client relationships. Being able to discuss topics of personal finance openly and aid in others feeling a greater sense of financial independence is very rewarding. The impact of helping my clients, their families, and other loved ones, as well as building long-term relationships with them is a driving force in my career.

When you retire you’re going to…?

Travel across the country to accomplish my goal of visiting each state. There’s so much to explore in our own backyard or only a car-ride away. So far, I’ve traveled to over 15 states and my favorite has been Tennessee where I enjoyed visiting the Smoky Mountain National Park.

Where did you grow up?

I grew up in a small town in Hunterdon County, New Jersey. Best known for rural landscapes with vast state and county parks, it’s where I get my love of the outdoors from.