Steph delights in serving clients by listening intently, building close relationships, and delivering seasoned advice. Her extensive professional background of over 25 years, includes serving as a trust officer, philanthropic advisor and wealth manager, and assisting sophisticated families make the financial decisions that help transform their success into lasting legacies.
Education:
Loyola University of Chicago, B.A. Political Science
Hamline University School of Law, J.D.
Professional Activities:
Convent of the Visitation School, Alumnae Board Vice President