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Stephanie Grubb

Stephanie Grubb

Director of Client Services

Stephanie M. Grubb joined us in December of 2020. She is responsible for the implementation of new client onboarding as well as servicing our existing client’s account management needs. Stephanie ensures our office is compliant and is a Notary Public.

Stephanie has an A.S. with a focus in Business Administration and Tourism and Hospitality Management. She is an experienced customer support professional and has specialized experience in Office Administration and Business Management.

Stephanie grew up in central Connecticut where she still resides. Stephanie is a dedicated mom of two, and loves to go on adventures with her Chocolate Lab.


Favorite Food:  Bacon

Favorite Quote: “One step at a time.”

Best Piece of Financial Advice Received: Quoting Warren Buffet, “Risk comes from not knowing what you’re doing.” or alternatively, quoting my grandfather “Don’t go spending it all in one place!”

Favorite Movie: Alice in Wonderland

If Stephanie Could Meet Anyone, Past or Present, it would be: Anne Frank

What Motivates Stephanie: Self Awareness and Goal Setting

A Place Stephanie would most like to Visit: Cyprus

Favorite Book: Lovely Bones

Something on Stephanie’s Bucket List: Swim with Great White Sharks

Biggest Accomplishment: My two children, Catalina and Mateo