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SW Financial Management

SW Financial Management

LPL Financial Advisor


Stephanie is a 1995 graduate of Linfield College with a degree in International Business.  After college, she started her career in the financial services industry and obtained her Series 7 in 1996.  She began advising her own clients in 1997.  In 2010, Stephanie obtained her real estate license and sold real estate in OR and AZ until she started a financial advising practice in Phoenix, AZ.  Today, Stephanie holds her Series 7 and 66 with LPL Financial and continues to provide financial counsel and direction to clients in Arizona, and across the US. 

Over the years, Stephanie has been a member and served on the board of Rotary, served as Vice President for Business and Professional Women, served on the Chamber of Commerce board, and served on the Oregon Horse Country board, and at Scottsdale Bible Church, and other local churches as a volunteer Financial Budget Coach for those in the community. She is a member of Arizona Arabian Horse Association, Zonies; Arizona's Distance, Endurance and Long Riders on horseback, and Arabian Horse Association.

Stephanie resides in Queen Creek where she raises Arabian horses.  She has two adult children; a daughter who has an interior design business, and a son in the Navy.   She enjoys the many events and opportunities that Arizona offers.