Stephanie Platt

Client Services

Stephanie Platt began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of Business Administration in Finance and Economics. In April 2007, she started Financial Services Outsourcing Solutions, Inc. which specializes in assisting Registered Investment Advisors with their back-office operations and marketing. She has a lot of experience with working in the Financial Industry. Stephanie is an Ohio native and has been married to her husband David, since 1995. They have three children, Kaelyn (29), Haleigh(19) and Gabriel(14). She enjoys camping with her family, quilting and embroidery, and reading.