Unfortunately, we are experiencing technical difficulties at this time. We apologize for any inconvenience this may cause you. Please try to access the site again later or call Customer Service for assistance.
You should receive a response within two business days from the date of your request.
Please wait while we process your request.
Stefanie serves as a Private Client Advisor, working with individuals and families to provide comprehensive financial solutions. She specializes in investment management as well as financial and estate planning. Stefanie is committed to understanding the most important needs of each client and adds value by helping them pursue and achieve their long term financial goals. In her fiduciary capacity, Stefanie is dedicated to respecting confidentiality and strives to present clear and understandable recommendations that are in the best interest of each client.
Stefanie joined First National Bank in 2004 and graduated from Colorado State University with a degree in Finance, Investment Analysis. She currently holds her Series 7 & 66 securities licenses along with her life and Health Insurance licenses. She holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning.
Outside of advising clients, Stefanie spends time with her husband and two girls enjoying any outside activities. They stay involved in their community by volunteering through their church and other local organizations. Her family also loves vacations that involve a beach, and have fond memories of watching the magic unfold in front of their daughter’s eyes at Disneyland.
I love building relationships with my clients, taking the time to get to know them and understand what matters most to them. It gives me great satisfaction seeing the impact our work can make in the lives of our clients and hopefully generations to come.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha