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Principal
Louisville
Client Advisory
Stephanie is a Principal in the Louisville office and a member of the Retirement Plan Services Group. She has more than 13 years of experience in the retirement plan industry.
Prior to joining Cerity Partners, Stephanie served as a Director of Retirement Plan Solutions at ARGI Financial Group. She was responsible for oversight of client acquisition, service delivery and operations, quality control, and developing and maintaining strategic relationships. Earlier in her career at ARGI, Stephanie served as a Client Service Manager, managing client deliverables, the onboarding and conversion processes of retirement plans for the Advisory team, and the training and development of the administration team.
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