Stephanie Anderson is a seasoned wealth advisor, specializing in assisting small business owners in achieving their financial goals. She obtained her Bachelor's degree in English Language and Literature, General from the University of Iowa. Stephanie has developed a passion for and an area of expertise in the unique set of wealth management issues that small business owners face and is committed to helping her clients pursue financial success. She has experience as a Wealth Advisor, CWS® at Pulse Financial Services, as well as former positions as a Branch Marketing Manager at Pulse Financial Services and as a Market Manager at hibu. Stephanie is also active on the Board of Directors Financial Advisor for Cocktails & Chemo, dedicated to raising awareness and financial support for cancer patients.

Stephanie's core values include client-centered services, objective and unbiased advice, value and support to her community, innovative technology, and the relentless pursuit of industry-leading service and strategies to help her clients preserve and grow their family's wealth. Her team provides strategic financial planning and implementation, helping small business owners attract and retain top talent, reduce taxable income, transfer business liabilities, improve cash flow, safeguard business interests, and transition into a comfortable retirement. Stephanie holds securities registration through First Allied Securities, Inc. (FASI), a Registered Broker/Dealer, Member FINRA/SIPC, and is an Investment Adviser Representative of First Allied Advisory Services, Inc. (FAAS), a Registered Investment Adviser.