Stephanie has over 20 years of tax and accounting experience with the Firm. Her areas of expertise include both closely held businesses and successful individuals across a broad range of industries. Stephanie is currently a member of Keiter’s Family Executive & Entrepreneur Advisory Services Team.
In recent years, she assisted several clients in exiting from privately held operating businesses and migrating to an investment focused strategy. One of the exiting businesses sold for approximately $250 million. For all of her client engagements, she manages all aspects of the relationship including coordination with other advisors for a cohesive financial plan.
Stephanie works collaboratively with her clients to maximize tax savings and identify planning opportunities on a continuous basis. She is focused on helping the entire family unit navigate life’s complex challenges. Her experience includes planning for succession and liquidity events for closely held business owners, management of retirement accounts to maximize after tax returns, planned charitable giving, and education planning, including funding strategies.
