Stephanie works closely with retirement plan sponsors consulting on fiduciary, investment, operational and regulatory issues relating to Bleakley’s retirement plan practice.

Prior to joining Bleakley, Stephanie spent 14 years specializing in retirement in both sales and client services at Unified Trust Company, a national retirement plan record-keeper. Stephanie was also involved in establishing and executing strategic business initiatives for the firm.

Stephanie received a BBA in Finance from the University of Kentucky Carol Martin Gatton College of Business & Economics. She also holds a Master’s in Business Administration from Morehead State University and received the Qualified Plan Financial Consultant (QPFC) credential through ASPPA in 2013.

Stephanie and her husband reside in Central Kentucky and are the proud parents of three children. When she is not working or busy with her children’s activities, Stephanie enjoys traveling, spending time outdoors, and cheering on the Kentucky Wildcats.