Stefanie Williams

Stefanie Williams, CRPP CPFA, serves as Partner and Regional Team Lead at Creative Planning since January 2022, leading a team of seven institutional retirement consultants with a focus on change management and retention post-acquisition. Prior to this role, Stefanie was the AVP Assistant Practice Leader for Retirement at Lockton Companies from April 2020 to January 2022, where recognition included a WOW Award in November 2021. With extensive experience in retirement plan consulting, including fiduciary responsibilities and compliance support, Stefanie has also held positions such as Vice President at Regions Bank and Trust Officer at Commerce Bank, notable for receiving the All Star Award in 2011 and Outstanding Volunteer Award in 2013. Stefanie's educational background includes a Master of Business Administration from Saint Louis University and a Bachelor of Arts in Psychology from Webster University.