Stephanie Greene, CFP®

Financial Advisor & Planning Strategist

Prior to beginning her financial career in 2015, Stephanie cared for individuals as a practicing Registered Nurse. Her years in the medical field have served her well in understanding the importance of creating personal and holistic solutions for our clients.  Stephanie is the firms’ Certified Financial Planner™. She applies this expertise to comprehensive retirement planning and distribution strategies as part of our firm’s proprietary process, The Sequential FORMula. Stephanie and her husband, Christopher, enjoy working out in their ”garage gym,” traveling to new destinations and spending time with their family.