Stephanie joined TEN Capital Investment Advisors in October 2016 as the first dedicated Western Washington presence. She brings 25 years of experience in the investment industry to the TEN Capital team.
Stephanie is a Pacific Northwest native and a graduate of the University of Puget Sound in Tacoma. She holds both a Bachelor’s and Master’s degree in Finance. Her career, which started in 1992 with Russell Investments, has been focused on teaching advisors and high net worth investors how to create greater financial security. In 2010, she joined Principal Financial Group as Senior Director - Wealth Management, where she consulted to advisors on investment products and wealth management strategies — including TEN Capital. After experiencing TEN Capital’s unwavering values, client-centric culture, and robust investment philosophy first hand, she was determined to become a member of the team.
Stephanie has been a long time supporter of the YWCA, Broadway Center for Performing Arts, United Way, and Children’s Hospital as she believes strongly in sharing one’s success within the community. She and her fiance, Michael, are also members of Fircrest Golf Club and Queen City Yacht Club.