Stephanie Brubaker joined our Wealth Management practice in 2015 and now serves as Financial Planning Manager. She leads the firm’s efforts in providing comprehensive financial planning services to high-net-worth individuals and families. Her experience spans financial plan development, investment performance reporting, and a variety of day-to-day client service needs.
Stephanie works closely with our Investment Adviser Representatives and clients to ensure the planning process is both thorough and highly personalized. She helps drive the team’s planning standards and oversees the consistent delivery of a seamless, responsive client experience.
Stephanie earned a Bachelor of Arts in Business Administration in Economics with an emphasis in Communications from the University of Illinois Urbana-Champaign.
A Chicago native, Stephanie now calls Colorado home. She enjoys everything the state has to offer—from skiing and hiking to camping under the stars. A lifelong Chicago sports fan (Go Bears!), she and her husband now spend most of their free time keeping up with their young daughters.