Stephanie A. Mushna

Client Relationship Manager

Stephanie A. Mushna

Client Relationship Manager

Stephanie Mushna

Stephanie values the respectful and enduring relationships she forms with Portfolio Solutions® clients, and follows through on client matters with accuracy, thoroughness, and a sense of urgency. She assists in facilitating the implementation and monitoring of wealth planning solutions, including investment management solutions, retirement planning, philanthropy and gifting strategies, risk management, estate planning and tax planning strategies.

Stephanie graduated from Central Michigan University with a Bachelor of Science degree in Business Administration, and majored in Personal Financial Planning. She holds the Series 66 license as well as her Life and Health Insurance license. Stephanie is active as a Central Michigan University graduate and is dedicated to giving back to the educational program there. She is also an active member of the Education Committee and NexGen Committee of the Financial Planning Association of Michigan.

 

Areas of Experience:

  • Client Relationship Management
  • Portfolio Solutions® Portal Navigation
  • Account Distributions & Contributions
  • Custodian forms
  • Account Openings & Transfers
  • Financial Industry Operations

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