Our Qualifications


Stephanie Burks is a CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years of experience in the financial service industry, including Banking, Corporate Finance, and as a Financial Advisor/Planner and Investment Advisor Representative.  She is a registered and licensed Series 7 and 66 professional and is a Life, Health, and Disability Insurance agent.

Stephanie shares her insights and comprehensive understandings of wealth management with clients of vary financial status. One of the benefits of working with Stephanie is her ability to provide clear, easily understandable explanations of financial products and services.  She helps builds the wealth of clients with holistic financial plans and solutions that last.

In addition to her CFP® and work experience, Stephanie believes in educating herself to offer the best advice for her clients.  She holds a dual MBA degree in Management and Finance from Robert Morris and a BS in Finance from the Ohio State University.

She is recognized as an active member of the community and loves to travel.

Stephanie looks forward to using her expertise to help you achieve your financial goals.  Contact her today!