STEPHANIE M. ROBERTS
Stephanie began her career in the financial planning industry in 2014 at a former Registered Investment Advisory firm. During her final years with the firm, she became their Chief Operations and Compliance Officer, overseeing the day-to-day administrative and operations functions of the firm, as well as implementing and supervising the regulatory compliance procedures.
In January 2019 she began her employment with The H Group, Inc. and was given the opportunity to switch from the operations and compliance side of the business into financial planning. She now enjoys being part of a collaborative team that helps each client achieve their financial goals.
On a personal note, Stephanie grew up on the Oregon coast, but has been living in Seattle since 2012. She enjoys traveling the world, photography, learning new languages, gardening, reading and spending time with her family and friends.