Client Service Specialist
Stephanie helps to ensure our clients receive the best possible service while assisting in the daily operations of the practice.
Stephanie is a Sonoma County native and is excited to assist her beloved community in pursuing their financial goals. Prior to joining Arrow Point Wealth Management, Stephanie worked at Redwood Credit Union before moving to a small Private Wealth Management company. There, she held the position of Executive Assistant and Office Manager for five years.
Outside of work, she is a proud mom to two Honor Roll and AP students, with whom she enjoys experiencing new adventures. Impromptu camping and road trips are Stephanie’s favorite weekend activities.
In addition to being a mom, Stephanie works for a cause that is dear to her heart: protecting and caring for vulnerable animals. Stephanie is a member of the ASPCA’s Regional Advocacy Field and Legislative Engagement Teams where she works to help pass lifesaving animal welfare legislation.