Testimonials

Ken Profile

Stephanie is knowledgeable, professional and has been a tremendous partner to me. She treats my investment dollars with the utmost respect and strives to provide the best returns on my money. I am VERY happy I chose to partner with her on this project and look forward towards investing with her on future opportunities.

Ken Goldstein
BrightBytes, Inc
Joanna Profile

I’ve known and worked with Stephanie for 10+ years and have always been impressed with her business and investment savvy. She embodies integrity and maintains a focus on what’s best for the client. As a fiduciary, I know I can trust her to be honest and to work hard to uncover opportunities that align with my best interest.

Joanna Bartnik
Portfolio Management
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I am a Home Mortgage Consultant and have had the opportunity to refer Stephanie to many of my clients over the years. Because of Stephanie’s honesty, integrity and hard work, I have no concerns about referring my clients to her. The clients who have worked with Stephanie have provided me with positive feedback and were happy that I connected them to Stephanie. She is knowledgeable and will take the time to fully explain and answer any question you have and she is great to work with.

Trent Peaker
Megastar Financial Corp.