Stephanie Anderson

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.