Client Service Specialist
Stephanie is the most recent addition to the KFM team, joining in May 2020. She is currently working towards her Series 7 and 66 certifications, as well as her Pennsylvania Life, Accident, and Health Insurance license. She has a B.S. in Fashion Merchandising, graduating summa cum laude from Philadelphia University and attended the Collège International de Cannes in France for a four-month study-abroad program in 2010.
Aside from her upbeat and optimistic attitude, she is detail-oriented and brings to the team over 9 years of analytical and operations experience where she specialized in sales-driving strategies and additional business growth opportunities in the retail sector. Stephanie also has over 6 years of customer service experience where she actively engaged with new and existing buyers in the automotive industry.
As our Client Services Specialist, Stephanie is responsible for maintaining organized, complete client records and business operations. She also specializes in client relations and assisting with new client processing and meeting preparation & provides additional operational support for the financial advisors as needed.
Stephanie and her husband were recently married in October 2019 and reside in Boyertown, PA.