Stephanie Stumpf, CPA, CFP®, PFS certification

Partner and Chief Compliance Officer

Stephanie works closely with corporate executives and other high net-worth individuals to develop and implement wealth strategies unique to each family’s needs. As Chief Compliance Officer, she is responsible for the firm’s compliance with federal and state security regulations.

Prior to joining SBK Financial, Stephanie was a manager in the assurance and advisory business services practice at Ernst & Young.

Stephanie holds a BS in Commerce and an MS in Accounting from the University of Virginia. She is a certified public accountant and a CERTIFIED FINANCIAL PLANNER professional. She is a member of the American Institute of CPAs and the Virginia Society of CPAs.

Stephanie enjoys spending time with family and cheering for her two daughters at various activities and sporting events.