Client Service Associate
“Success is the result of perfection, hard work, learning from failure, loyalty, and persistence.” — Colin Powell
Stephanie is in charge of all client administration for the firm. She handles account openings, transfers and client inquiries. Stephanie has more than 15 years of client service experience, with previous tenures at Morgan Stanley Wealth Management, Smith Barney and United Bags, Inc. She was originally drawn to the industry because of the ability to impact a family’s life through wealth management.
Stephanie first met the Mosaic team when they both were working in the downtown Smith Barney office, joining the team in 2017. Her enthusiasm makes her a warm and dynamic part of the Mosaic family. She loves knowing that they are making a positive impact on client’s lives.
Stephanie received her Administrative Assistant Associate Degree from Hickey College in 2003.
She currently lives in Troy, IL with her husband Tim and their four children: Isabelle, Landon, Taylor James and Maddox. Although she leads a very full life, she approaches everything she does with energy, determination and a sense of humor. She enjoys spending time outside with her family, parks, biking, amusement parks and the St. Louis Zoo.