Wealth Management Analyst
Stephanie joins Goldstein Group as a Wealth Management Analyst. She comes to us from the Trading Desk at Charles Schwab. In this position, she learned about market mechanics and investment analysis techniques.
While Stephanie found this to be very exciting and educational, her interest has always been in personal financial planning and investment management for individuals. She will be shadowing Amanda and Helen, learning the day-to-day operations of our firm. Stephanie has a Series 7 securities registration and in the next few months will begin her training to receive the CERTIFIED FINANCIAL PLANNER™ certification.
Stephanie was born and raised in the Greater Indianapolis area. Staying true to her roots, she attended Indiana University Bloomington where she obtained a Bachelor of Science in Psychology and Neuroscience. She then went on to earn a Master of Business Administration (MBA) from Western Governors University. Stephanie enjoys spending time with her husband, Zac, an Executive Chef at BJ’s Brewhouse, and their Weimaraner, Gargoyle. She is a die-hard St. Louis Cardinals baseball fan and attends as many Cardinals home and away games as possible during the season. Stephanie and Zac enjoy hiking, working in the yard together, and spending time with their large extended families.