Steph collaborates with the wealth managers in preparing financial plans as YTS’s financial paraplanner. She has five years of experience with LPL Financial, beginning as a client service representative but quickly transitioning into a lead paraplanner role. Steph believes that her success depends on how much she has helped others to succeed. Steph is a CFP® candidate and holds the Financial Paraplanner Qualified Professional® certification. She obtained a Bachelor of Science in Biological Sciences with minors in Chemistry and Theatre Arts from the University of Pittsburgh in 2015.
Steph resides in White Oak, PA with her boyfriend Nate and their two cats, Toby, and Leia. When she is not working, you can find Steph at concerts, spending time with family and friends, or exercising.