Stephanie Gordon

As the Director of Client Relationships and Business Development Stephanie’s focus is enhancing the client experience by connecting them with comprehensive financial planning services. With over 20 years of sales experience in the aluminum and software industries, she brings a wealth of expertise to support clients' financial well-being journeys. Her goal is to leverage this background to deliver exceptional experiences for clients, generating relevant content through newsletters, blogs, and other resources. Clients can expect relatable financial emails and engaging social media content, as well as efforts in lead generation, advertising, and business development. Stephanie excels in building strong relationships and aspires to enhance services for both new and existing clients.

Before joining the team, she spent over 8 years in the metal manufacturing industry, specializing in regional sales within the aluminum extrusion sector. Additionally, she contributed to the development team of the self-funded Penn State University Athletics program. Subsequently, she spent 9 years selling statistical software to companies in the United States and Canada.