Our Founder


As a CERTIFIED FINANCIAL PLANNERTM,  my passion is to help our clients make money work for them rather than the other way around.

Determining the best way to earn, borrow, invest and save can be complicated. 

It is my lifelong mission to simplify the complexity of personal finance and make financial planning understandable, impactful, accessible and affordable.

I began my career by earning a chemical engineering degree from Tulane University then later a masters in finance from the Northwestern University - Kellogg School of Management. After many years with various financial firms including Morgan Stanley, Goldman Sachs and Bank of America, I decided to utilize my banking experience by completing the Certified Financial Planner Program at Rice University and focusing my career efforts on helping individuals attain long-term financial security. To assist clients with all aspects of financial planning, I am also licensed in life and health insurance and a licensed Realtor®.  

My interdisciplinary financial background provides each client an insightful perspective on wealth, debt management, student loans, insurance, investing, taxes and estate planning. 

My mission is to help each client identify true wealth, increase net worth and gain the confidence and peace of mind that comes with financial control and independence.


Stephanie Blakes, CFP®