Contact Information
Admittedly soft-spoken, it doesn’t take long for clients to appreciate Stephenie’s care for attention and detail. Whether responding to calls right away or providing a quality work product, Stephenie’s goal is to provide a sincere and exceptional client experience at every turn.
While Stephenie’s experience includes providing tax planning and compliance services to a variety of entity and industry types, she primarily works with high-net-worth individuals and families as part of the firm’s High Net Worth Group. Her expertise ranges from individual taxes, to estates and trusts, to private foundations.
- Estate Planning Council of Cleveland
- Ohio Society of CPAs
- American Institute of CPAs
Stephenie lives with her husband and mini bernedoodle in Berea, Ohio. When she’s not spending time with family or the church, she enjoys hiking at the Metroparks, kayaking and all things food related. A traveler who would like to venture out even more, some of Stephenie’s favorite trips include seeing the breathtaking South Pacific Island, Mo’orea, and taking a solo adventure to Boston.
Credentials & Education
- Certified Public Accountant (Ohio)
- Master of Taxation, The University of Akron
- Master of Accountancy, Case Western Reserve University
- B.S. in accounting, Case Western Reserve University