Stephany is responsible for the development, maintenance and administration of the firm's Customer Relationship Management (CRM) system. Prior to joining Fiducient Advisors in 2024, she served as the Assistant Vice President of Advisory Technology at Wealthspire Advisors. Stephany earned a Bachelor of Business Administration in Marketing from the University of Kentucky and a Master of Arts in Teaching from Morehead State University. With over 10 years of experience in Dynamics 365, she holds certifications as a Microsoft Certified Trainer and a Microsoft Certified Solutions Associate. Stephany dedicates her personal time to shining a light on and correcting social injustices, as well as advocating for future social justice reforms. She enjoys attending concerts, music festivals, Broadway shows and sightseeing while traveling.
