Stephanie Suhrbier

Stephanie Suhrbier began her professional career in public accounting and has been a Certified Public Accountant (CPA) since 2010. Stephanie left the accounting world in 2016 to open her financial planning practice; and while no longer practicing as a CPA, she stays current on her continuing education and retains her CPA license. Stephanie’s financial and accounting background brings a unique perspective to the financial planning process.

Today, Stephanie provides comprehensive financial planning services, including appropriate asset allocation strategies, retirement planning, wealth accumulation, tax strategies, risk management and estate planning. A team-based approach drives her financial planning process, with a goal of connecting with your CPA/tax professional as well as your Estate Planning attorney to strive toward mutual strategies that benefit her clients. Stephanie’s mission is to help clients achieve their financial goals through education and giving them the tools needed to make informed decisions. Stephanie is also licensed to sell insurance products including life insurance, disability income insurance and annuities.

Outside of the office, Stephanie prioritizes her faith and her family.  Stephanie values spending time with her husband Grant and three sons, Mason, Gauge and Austin.  “There is no greater joy than watching your children become good people, young men of character and integrity.” 

Stephanie is a member of the American Institute of Certified Public Accountants as a Certified Public Accountant and NAPA as a Certified Plan Fiduciary Advisor.