Stefanie is a Senior Financial Advisor with 16 years of experience currently serving the Kenosha and Racine markets. Whether her clients are looking to grow their personal wealth or protect it, Stefanie helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, Stefanie worked in banking as a branch manager. She attended both the University of Wisconsin-Parkside, as well as Gateway Technical College. Stefanie holds securities licenses 7 and 66, held through LPL Financial along with her life, health, and annuity insurance licenses.
Stefanie lives in Racine with her husband and their two boys Sam and Simon. She is a past member of the Rotary Club and a past member of the Trinity Lutheran School Board. She enjoys traveling, reading, hiking and spending time with family.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management