Stefanie joined First National Bank in 2004 and graduated from Colorado State University with a degree in Finance, Investment Analysis. She currently holds her Series 7 & 66 securities licenses along with her life and Health Insurance licenses. She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning.
Outside of advising clients, Stefanie spends time with her husband and two girls enjoying any outside activities. They stay involved in their community by volunteering through their church and other local organizations. Her family also loves vacations that involve a beach, and have fond memories of watching the magic unfold in front of their daughter’s eyes at Disneyland.
205 W. Oak
Fort Collins, CO 80521
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE