Vice President of Sales

Since getting her series 7 in 2017, Stephani has mainly worked as an internal wholesaler focused on tax strategies and other real estate private placement offerings. When she joined Sandy Bay in 2022, she started to expand into more of a hybrid internal role. Stephani loves helping reps find tax strategies that help clients achieve their financial goals. This industry has a special place in her heart since she grew up the child of a wholesaler. It is wonderful to be able to carry on the legacy of helping others and being somebody they can trust.

Outside of work her life is very full with family activities. Her and her husband, Brendan, loves to travel and adventure together. Her greatest adventure is parenting 2 incredible daughters, Annabelle and Abigail. She also has two large doodles to ensure we maximize our level of chaos and adventure.