“The Heart of Client Connection”
When clients need clarity, reassurance, or simply a helpful voice on the line, they turn to Stephanie. When you call our office, Stephanie is likely the first voice you hear—and the partner you’ll rely on most. As our Client Relationship Manager, she sets the tone for our client experience with her genuine warmth, professional depth, and dynamic presence.
Known for her smart, down-to-earth approach and easy laugh, Stephanie makes the administrative side of wealth management feel seamless. Whether facilitating a smooth onboarding process, managing complex planning strategies, or anticipating client needs, she ensures that every detail is handled with proactive care and precision.
“I believe that trust is built on consistency and authentic connection. My goal is to make every client feel understood, prioritized, and completely confident that their needs are being handled with the highest level of care. True service must always be personal.”
Why did Stephanie choose the financial services industry?
Stephanie thrives in environments where high-level service and genuine relationships intersect. She believes every meaningful relationship begins with listening and sees every client relationship as a unique story—defined by history, values, and a vision for what’s next.
Stephanie excels at coordinating people and details so that plans become reality. With clear communication and impeccable follow‑through, she handles the logistics so our client families can focus on what matters most.
Stephanie chose Mariaca Wealth because the boutique environment allows her to move beyond transactions and truly understand the families she serves—their preferences, their communication styles, and their history. It’s this commitment to depth, where meticulous attention to detail is delivered with authentic warmth, that enables her to provide the proactive, white‑glove service our clients deserve.
What’s Stephanie like outside the office?
Stephanie and her family are deeply rooted right here in the Wellington community. The equestrian world is a central part of their lives; her husband, Glenn, is an accomplished equestrian rider and coach, and together they are raising their high school-aged son, Connor.
A former competitive dressage rider, Stephanie understands the discipline, poise, and attention to detail required to succeed at a high level—principles she brings to her work every day. When she’s not supporting clients, you’ll likely find her at the barn, riding one of her own horses or supporting the local equestrian community.
