Stephanie Busby, FPQP®

Stephanie Busby serves as our Lead Associate, where her attention to detail and proactive mindset make her an invaluable asset to both clients and the team. With over fifteen years of experience in the financial services industry and her designation as a Financial Paraplanner Qualified Professional™, Stephanie brings a strategic, forward-thinking approach to every client interaction.

Known for her ability to anticipate client needs before they arise, Stephanie ensures that every detail is handled with precision and care. Her commitment to excellence and client service helps create a seamless and supportive experience for those we serve. Outside the office, Stephanie enjoys life on the farm with her husband and three children. Whether she’s at ballgames, camping, or staying active through exercise, she embraces the same hands-on, thoughtful approach in her personal life as she does in her professional one.