SW Financial Management

When my father passed away, she had all the paperwork to me immediately to secure and transfer his accounts to prevent identity theft and other circumstances that could have been financially disastrous.

She also has resources within her company to research issues that do not have an immediate resolution and comes back with an in depth answer that will help our clients to make effective decisions on how to deploy their assets to achieve greater returns.

Additionally, Stephanie is highly professional and an expert in her field, but most importantly she is an exceptionally kind and caring person.