Stephanie joined the team as Office Manager in 2021. She brings with her over twenty years of experience in executive administration and office management. Delivering outstanding customer service has always been an essential part of a day’s work for Stephanie. As the Office Manager at Financial Synergies, she is responsible for all office procedures, and uses her organizational skills to ensure smooth operations for the company.
Prior to joining Financial Synergies, Stephanie was an Office Manager and Executive Assistant at Beyond Finance, Administrative Services Manager at Selene Finance, and held other administrative management roles at Sumitomo Corporation and Stewart Title.
Stephanie lives in Cypress with her husband, Jim, and their two children, Brandon and Haley. She loves spending time with her family, her two cats and dog, time outside and traveling. She is originally from Ft. Worth and loves all things country!
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
