Stephanie Thurman

Client Services Manager

Stephanie has over 15 years of experience working in the financial field, with a heavy focus on customer service and strives provide platinum service to each client.

Stephanie’s experience provides attention to detail and focus on following through on tasks to help assist the financial professionals in all aspects of client transactions.

Stephanie is a mom to two girls, who keep her very busy in and out of school! If she had spare time, you would be able to find her outdoors or preferably at the lake playing in the water. Stephanie also enjoys all types of cooking/ baking, trying new restaurants, or enjoying live music!



Phone 559-650-2633