Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Stephanie leads strategic financial planning initiatives and provides solutions to support clients in working toward long-term financial health.
As Manager of Financial Planning, Stephanie leads the
Wealth group’s financial planning initiatives, partnering with Wealth Advisors,
Trust Officers, and Portfolio Managers to develop and manage plans for clients
and prospects.
Stephanie cultivates strong
relationships and rapport, serving clients in every stage of life. With a thorough understanding of financial planning, she helps clients identify their financial
needs, wishes, and wants. Stephanie provides personalized solutions that align
with each client’s unique circumstances. She strives to educate and empower her
clients to make informed decisions and dedicates herself to supporting their long-term financial well-being.
Stephanie brings over 25 years of experience in the investment and financial services industry. Prior to joining Midland, she held roles including Director Private Wealth Advisor, Director of Investments, and Portfolio Manager at major Midwestern regional bank holding companies.
Investment advisory services offered through Midland Wealth Management, a trade name used by Midland Wealth Advisors, LLC, a registered investment adviser. Insurance products and services offered through LaSalle St. Insurance Services. Investment and insurance products and services are: not insured by the FDIC, not deposits, and may lose value.
Our team of dedicated professionals are here to support you.
