Stefanie is a wealth and banking veteran of 20+ years and shares the team's passion for helping clients maximize the benefits of wealth accumulation. She says it’s about more than making money; having fun along the way is a must. Stefanie spent many years with a national bank advising clients with their trust, investment and banking needs. She discovered her inner-entrepreneur in 2007 when she joined a Chattanooga-based start-up bank which later sold. While there and with her team, she launched a trust and wealth group. Her experience includes roles in marketing, communications, investor relations, community outreach and strategic planning. Stefanie’s passion for service is evident with her roles on numerous boards spanning two decades. She’s a graduate of the University of Notre Dame and holds an MBA from the University of Tennessee at Chattanooga. She and her husband, Chip, have two children and reside in North Chattanooga. When not with her family, she may be found in a yoga studio or with The JumpFund as an angel investor funding and mentoring female-led start-ups.