Stephanie serves as a Client Service Manager for RKL Wealth Management. In this role, she is focused on delivering an exceptional client experience. Stephanie manages all aspects of client service, including inquiry research and response, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, investment reporting and financial plan maintenance.
Professional and Business History
Stephanie joined RKL Wealth Management in March 2016, and previously served as Chief Compliance Officer and Operations Manager. In 2021, Stephanie decided to pursue her true passion – building strong relationships with clients and assisting them with all aspects of their financial needs. Prior to joining RKL Wealth Management, Stephanie spent 16 years working for a regional wealth management firm.
Stephanie lives in York, PA with her fiancé, Patrick, and three very active puppies, Gunner, Luna and Marley. Her favorite pastime is spending time with family, especially her grandchildren, Bentley, Carson and Adi.