Stephanie Thompson-Buttice
Lead Advisor & Dave Ramsey SmartVestor
Stephanie specializes in helping clients work through complex financial and life situations to find balance, answers, and a solid plan for moving forward. She has the ability to bring calm and compassion to difficult situations. She is considered a partner and trusted advisor to her clients and friends.
Stephanie loves providing education, innovative financial planning, tax strategies, and investing techniques to help her clients reach their goals and maximize their financial situation. She is also experienced in Insurance, Medicare, Social Security Planning, Executive Benefits, and Estate Planning.
With over 17 years of experience, Stephanie is a CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®, and holds a Master’s In Business Administration. Stephanie calls Tigard, Oregon home with her husband, son, and German Shepard, Dutch.
Certifications
- CFP®, CDFA®
