Lasting relationships. For all that matters

• AK
• AL
• AZ
• CA
• CO
• DC
• FL
• HI
• IA
• ID
• IL
• KS
• MA
• ME
• MI
• MT
• NC
• ND
• NV
• NY
• OH
• OK
• OR
• SC
• TX
• UT
• VA
• WA
• WI

Stefanie is the Branch Manager of the Spokane, Washington UBS Wealth Management Office and serves her clients as a Financial Advisor and Portfolio Manager.  Stefanie graduated with honors from Gonzaga University majoring in both Finance and Economics.  She started in the wealth management industry in 2005 and joined UBS in 2008.  Stefanie is a Certified Financial Planner certificant and holds the Series 7, 9, 10, and 66 securities licenses.  Prior to becoming Branch Manager, she held roles of Senior Client Service Associate, Administrative Manager and Financial Advisor. 

She and her husband, Jordan, have two children, Maxton and Madeline.  Stefanie is a proud member of her local Rotary and can be found on the weekends playing golf with her family at the Kalispel Golf & Country Club.

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Gonzaga University, Finance & Economics

• CERTIFIED FINANCIAL PLANNER®