Originally from Boston, MA, Stefanie currently lives in Tampa, FL and brings over nine years of experience supporting senior financial executives. As an administrative assistant, she is committed to delivering exceptional service, with a focus on building lasting client relationships and ensuring seamless operations. Stefanie’s dedication to excellence and her organizational skills make her an invaluable asset to the team at Lex Wealth Management.
Stefanie also manages client relations for another Financial Firm in Tampa. Outside of her professional life, Stefanie also manages a successful Martial Arts academy in South Tampa. Married to John, they share three dogs and a love for animals. An enthusiastic traveler, Stefanie’s favorite destination is Hawaii, where she loves to explore and unwind with her husband.