Stephanie Berry, FPQP®,
Associate Advisor & Client Service Specialist
Stephanie entered the wealth management industry in 2014 and perfected her client service skills at two Seattle-area firms before joining the Willow Grove team. Throughout her career, Stephanie has remained committed to continuous learning and professional growth and is currently pursuing her bachelor’s degree while preparing to sit for the CFP® examination in the summer of 2025.
At WGA, Stephanie plays a dual role. As a client service specialist, she acts as a liaison, ensuring smooth administrative processes between clients and custodians. Additionally, as an associate advisor, she ensures clients’ plans remain up-to-date and on track by assisting WGA advisors and clients with meeting preparation and action items. Stephanie’s expertise and dedication are instrumental in providing clients with exceptional service and support.
When asked about her “Why,” Stephanie replied that she likes “helping clients feel at peace when they think about their future and know that everything is going to be okay.”
When not working, she enjoys spending time with her family, baking with her kids, crafting, perfecting her archery skills, and reading whatever books fall into her lap.
Education
- FPQP®, College for Financial Planning
- B.A. in Financial Planning – University of Arkansas – Grantham (In Progress)
Stephanie's Highlights
Office Coordinator, Paracle Advisors
Client Service Administrator, Paracle Advisors
Client Service Specialist, Badgley Phelps Wealth Managers