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Stephanie Grubb

Stephanie Grubb

Director of Client Services

Stephanie Grubb joined us in December of 2020. She is responsible for the day-to-day administrative functions, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining client records and systems, and ensuring the office is compliant.

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 loves Hiking and Rock Climbing and enjoys spending time in the Great Smoky Mountains.


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