Stephanie serves as Senior Vice President where she oversees client administration. She focuses on client support and account administration, while also being integrally involved in the development and execution of operational initiatives for the Nashville office. Prior to joining Diversified Trust, Stephanie served as an account manager for a fee-only financial planning and investment management firm. Prior to that she served as Vice President of Accounting and Human Resources for Paymaxx, Inc. where she performed a variety of duties over a 22 year span.
Stephanie attended the University of Kentucky and received a Bachelor of Science in Accounting from Brescia University.