Stephanie serves as Chief Compliance Officer for RKL Wealth Management. She is responsible for developing and monitoring the firm’s compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues. She also helps oversee the operations team to ensure that all processes and procedures are followed.
Professional and Business History
Most recently, Stephanie served as the Operations Manager for RKL Wealth Management where she was responsible for managing the daily activities within the operations department. Prior to joining the firm in 2016, Stephanie spent 16 years working for a regional wealth management firm. Her background is multi-faceted and she brings a great deal of experience to the RKL Wealth Management team.
Professional Activities and Memberships
- Pennsylvania Association of Notaries
Stephanie lives in York, PA with her two dogs, Gunner a Belgian Malinois and Tucker a Siberian Husky. Her favorite pastime is spending time with family, especially her grandchildren Bentley and Carson.