"I became interested in Finance at an early age. I grew up watching “Family Ties” and had a total crush on Alex P. Keaton (Michael J. Fox) who was totally obsessed with money and finances. Even though I was originally going to go to college for Physical Therapy, I changed my mind and studied Finance and Economics, concentrating all my electives on personal finance rather than corporate finance. I’ve never regretted my decision to go into Finance rather than Physical Therapy."
Stephanie Platt has over 25 years of experience in financial services, working in a variety of marketing, product development and sales positions prior to starting her own business. She assists us with back-office operations, serving as a Client Service Administrator, providing operational support such as handling client administrative requests, completing forms, and special projects.
Stephanie’s degree in finance and economics, her broad industry experience and her passion for her work give her the expertise and drive to provide extraordinary client service.
What do you do when you’re not working?
I enjoy camping with my husband and our three children, as well as my hobbies of quilting, embroidery, and reading.
What are some of your favorite quotes?
"Whether you think you can or think you can't, you're right." ― Henry Ford
"The secret of your success is determined by your daily agenda." ― John C. Maxwell
"Whatever the mind of man can conceive and believe, it can achieve." ― Napoleon Hill