Client Services Assistant
Stephanie brings prior experience to SIA with her previous roles with other financial companies. You will see her in the first part of your annual review as we confirm and update information about clients. She also assists with opening accounts, maintaining information , transferring funds, and general troubleshooting online account access.
When she isn’t in the office, Stephanie enjoys spending time with her husband and two children. She is an avid horse rider, caretaker and general outdoors person. She recently relocated back to the Tucson area from a time spent in Texas.