Financial Advisor, Edward Jones
Stephanie says the best days are when she tells a client they can retire.
“I help people and businesses build wealth in the most tax-efficient way, protect it, and transfer it. I get to have deep, meaningful conversations with individuals, families, and business owners. I help educate and empower people to make decisions now instead of waiting when it’s too late,” Stephanie says. “I love finding out what’s most important to them, coming up with or improving their strategy, and making sure they stay on track,” says Stephanie.
Stephanie is passionate and invested in several local organizations. She recently ended her term as president of the largest BNI chapter in Columbia-Show Me Referrals and is an active participant in Columbia’s Walk to End Alzheimer’s.
Stephanie has had some amazing role models to look up to. When asked who she credits for helping her get to where she is today, Stephanie explains, “My parents, especially my mom. She came over to the states not knowing any English and learned it watching soaps.”
Stephanie continues, “Jeremy Patty played a big role when I first started in this career. His whole family took me under their wing, accepted me for who I was, and guided me on to a stronger path. Jeremy showed me it wasn’t about money but about really helping our community become financially sound.”
“Stephanie is the most caring, passionate, hardworking, thoughtful, selfless individual. She always gives 100 percent to everything she does. Stephanie has been an advisor for Edward Jones for more than four years and has hit multiple personal goals and regional goals in a short period of time,” says friend and colleague Kayla Baisch. “She is committed to helping others and has educated many Mizzou students on finances. She is not only driven in her community and at work but also at home. Her family is the driving force of why she does what she does.”
Stephanie has a few guiding principles that have contributed in forming who she is today.
“Hard intentional work, putting others first, treat others the way they want to be treated. It seems so simple but be a good human being. It’s morbid but I think about what people would say at my funeral and I hope it’s a life worth celebrating,” she says.
