Client Service Specialist
Stephanie joined our team in the summer of 2019. Her professional career began with accounting work for a variety of businesses after graduating from Abilene Christian University. She came to us from Stephenville, where she served as the accountant for Foster’s Home for Children for five years.
Stephanie has a heart for serving people and making their lives easier by taking care of details regarding finances and procedures. She works side by side with Carolyn, tending to the needs of our clients with their investment accounts at Charles Schwab.
She and her family currently live in Dublin, Texas. Her husband, Bolek, is a professor of Political Science at Tarleton State University in Stephenville.
- Bachelor of Business Administration in Accounting, Abilene Christian University
- Master of Accountancy, Abilene Christian University