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.
I love building relationships with my clients, taking the time to get to know them and understand what matters most to them. It gives me great satisfaction seeing the impact our work can make in the lives of our clients and hopefully generations to come.