Our Financial Advisors
Stephanie is an associate at AFG and founder of Sofia Financial, a new business that empowers women to make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. Stephanie and Sofia Financial are dedicated to sharing vital Money Survival Skills with as many people as possible.
Stephanie has worked as a financial advisor for the past 15 years, beginning her financial advisory career with American Financial Group, Ltd (AFG) in 1998. She believes that everyone, regardless of income level, deserves quality, objective advice and excellent service. Everyone deserves to work with caring professionals who really listen and who are motivated solely by their clients’ success.
Before moving into financial services, Stephanie had a wide variety of experiences, including helping U.S. telecommunications exporters, teaching people more than twice her age how to confidently handle a sailboat, and organizing stimulating field trips for high school students.
Stephanie is a member of the Financial Planning Association, the Society of Financial Services Professionals, and Directions Alliance, a community of financial planners devoted to changing the personal finance conversation for women. She regularly attends professional training events in the areas of retirement income planning, life planning, and investment management. She holds registrations for securities sales, as well as life and health insurance.
Stephanie is married and has two children. She earned an M.A. in International Economics from the Johns Hopkins School of Advanced International Studies and a B.A. from Duke University.
(610) 296-3393 ext 111