Stephanie joined White Wing Wealth Management in October 2025 after more than a decade with Merrill Lynch, where she developed deep expertise in client service, compliance, and operational leadership. At White Wing, she oversees the firm’s compliance and operations functions, ensuring precision, efficiency, and a consistently high standard of care across all processes.
A Houston area native, Stephanie lives in Willis with her husband, Garrett, and their two daughters, Sophie and Stevie. Outside the office, Stephanie cherishes her time with family and continues to celebrate her connection to Houston sports—having been a Houston Astros Shooting Star during the 2016 and 2017 seasons, where she earned a World Series ring.