Our Team

If you ask Stephanie what she does, she won’t start with markets or portfolios—she’ll start with people.

Stephanie has spent over two decades in the financial industry, beginning her career in 1997 with KeyBank before becoming a Financial Advisor in 2008 with UBS. After 15 years with JPMorgan, she made the move to independence with LPL Financial and Total Wealth Advisory in 2025—so she could build the kind of client relationships she values most.

Her approach is simple, but intentional: get to know the person first, and the numbers second. Every client has a different story, different priorities, and a different definition of what “financial success” looks like. Stephanie’s role is to help make sense of it all, so her clients feel confident in the decisions they’re making—without feeling overwhelmed along the way. She believes that finding an advisor you genuinely connect with makes all the difference.

If you work with Stephanie, expect regular check-ins, honest conversations, and someone who will meet you where you are. You’ll also probably hear her say, “it depends”—because in her world, the best advice is always tailored, never templated.

Outside of the office, Stephanie’s world revolves around her family—her husband Chris, their four children, and Onyx, the dog who tends to steal the spotlight. Whether it’s a family game night, a hike, or a concert, she values time spent together.

At the end of the day, Stephanie believes financial planning isn’t just about building wealth—it’s about building a life you feel good about living.

Marty didn’t set out to become a Financial Advisor—but once he discovered it, he knew he’d found the right fit.

After earning a degree in network engineering, Marty quickly realized he enjoyed solving problems—but missed working directly with people. That led him into the financial industry in 2006, first as a loan officer, then as a banker in 2008. While studying for his securities license, he found himself so engaged in the material that he read the entire book in a single day. From that point on, he was all in. Marty became a Financial Advisor in 2010 and has been helping clients navigate their financial lives ever since.

Marty takes a client-first, education-driven approach to financial planning. He believes the best decisions come from truly understanding the options, so he spends time breaking down complex ideas into clear, practical terms. His goal is to help clients build strategies that work toward their goals while managing risk—especially during uncertain markets.

He especially enjoys working with clients who want to learn and understand the “why” behind their financial plan. Around the office, he’s known for being energetic, genuine, and someone who brings both insight and a sense of humor to conversations.

Outside of work, Marty stays busy with his family. He and his wife, Jenny, have a daughter, Sophia, and a full house that includes two dogs and two cats. Much of his free time is spent coaching Sophia’s travel softball team, something he finds incredibly rewarding. When he’s not on the field, you’ll likely find him playing guitar or working on a home project.

Jess is often the first point of contact clients connect with—and the person making sure everything behind the scenes runs smoothly.

With a background in banking and financial services, Jess brings a strong understanding of processes and client care, but what she enjoys most is working with people. She plays a key role in coordinating account activity, managing the details, and keeping everything on track so clients and advisors can focus on the bigger picture.

Originally from the UK, Jess moved to the U.S. in 2015 and has built a diverse professional background that also includes work in sign language interpreting—an experience that strengthened her communication skills and ability to connect with people from all walks of life.

Jess is known for her attention to detail and her ability to make even the more complex parts of the process feel straightforward and manageable. She brings a calm, organized approach to her work, along with a good sense of humor that helps put clients at ease.

Outside of the office, Jess enjoys spending time with family and friends, staying active, and working on creative, hands-on projects. She is also a self-taught seamstress, something that reflects her patience, precision, and love of building things from the ground up.