Stephanie has been in the financial services industry since 1999 and draws experience from a variety of roles including client associate and director of relationship management. Her background and passion for serving others make her a natural fit for Homestead Funds.
Steph holds FINRA’s securities licenses Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam). She received her AS — Business Administration (Wilburton, OK) and BS — Finance from East Central University (Ada, OK).
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