Stephanie joined ShorePoint Advisory Group in 2021 as an Administrative Assistant. Stephanie affectionately thinks of herself as the A.M. Administrator because she works early in the morning. Stephanie’s responsibilities include assisting the team with daily office operations and scheduling client appointments. Stephanie likes helping the team so that they have more time to help others.

Stephanie resides in Clayton, NC, with her husband and their four homeschooled children. Stephanie loves homeschooling the children for the strong family bond it builds. She also enjoys reading, puzzles, watching movies/TV, and playing video games with her husband.

Professional Designations, Certifications, Registrations, and Licenses

• Financial Paraplanner Qualified Professional™, FPQP™, College for Financial Planning
  
  

Education

• Meredith College, Raleigh, NC – B.A. in Spanish & Education