About

Stephanie Mesick

Director of Operations

To wrestle the agency’s finances, client billing and human resources, our operations team needs a skipper that’s seen it all. That’s Stephanie. With an uncanny ability to make order out of chaos, she guides the behind-the-scenes operations with grace. She brings to the table 20-plus years of financial service experience and a wealth of business and financial education. And she never settles – there’s always a better, more efficient way of doing things, and she’s dead-set on discovering how.