Stephanie L. Suhrbier

Stephanie L. Suhrbier

Financial Advisor

Stephanie Suhrbier is a Financial Advisor who began her professional career in public accounting and has been a Certified Public Accountant (CPA) since 2010. While she is not currently a practicing CPA, her experience 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, including long-term care, life and disability.

Stephanie loves spending her free time with her three boys, Mason, Gauge and Austin, as well as gardening, riding motorcycles and cooking/baking. Stephanie is a member of the American Institute of Certified Public Accountants and the South Dakota Board of Accountancy.

 

Waddell & Reed is not affiliated with any other entities referenced.  (10/20)