PARAPLANNER

  • Team Member Since: 2022
  • Professional Superpower:  Making our clients feel like family
  • Unexpected Hobby:  Always planning my next trip to see my kids and grandkids
  • Bucket List Item:  Hiking in all National Parks
  • Favorite Memory at Benchmark: Daryl teaching us to play pickleball
  • Preferred Ice Cream Flavor:  Cookies and Cream
  • Starbucks Order:  Pike’s Place with a splash of half and half – I am a simple girl!

Stephanie, our Midwesterner-turned-Southerner, joined the Benchmark team in 2022 as Becca Mirza’s paraplanner. She and her husband, John, have four adult children and are embracing the exciting new stage of life as empty nesters and grandparents. When she isn’t busy with family, Stephanie enjoys traveling, staying active, watching Gilmore Girls, and working on the latest home renovation project. She’s also passionate about encouraging younger women, dreaming of adventures yet to come with John, and sharing her life with their two dogs, Oakley and Willow.

After many fulfilling years raising her children (including 12 years of homeschooling!), Stephanie made the leap to join the Benchmark team. Now, as Becca’s right-hand lady, she actively supports her and her clients by attending meetings, managing client care, and ensuring that everything runs smoothly. With a tender heart and a passion for seeing clients succeed, Stephanie brings a wealth of insight and understanding to every interaction. Her thoughtful and genuine approach, along with her ability to connect with others, makes her an irreplaceable part of the Benchmark family.

Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright © 2021. Benchmark Wealth Management
Scroll to Top