Stephanie Trexler

CERTIFIED FINANCIAL PLANNER™

Stephanie is a CFP® professional who believes finances don't have to be complicated. She is passionate about helping clients achieve their financial goals.

Stephanie has a BSBA undergraduate degree with a major in personal financial planning from Central Michigan University. She is working on her master's degree in advanced financial planning with an emphasis on financial therapy at Kansas State University.  She expects to graduate with honors in May of 2021. Stephanie is also a member of the Kappa Omicron Nu honors society at Kansas State University.

Stephanie is a board member of the Financial Planning Association (FPA) of Michigan.  During her time on the board, she has sat on the education, NexGen, mentorship, and symposium committee. Stephanie is also the current FPA of Michigan President Elect.

Stephanie believes that involvement in FPA is important because she is passionate about moving the financial planning profession forward. She works with many financial planning students across the state working to mentor them as they enter the profession. Stephanie is a huge advocate for helping other women enter the financial planning profession. She is the host of the How we Do We Do series with the FPA. She has also completed the FPA residency program and is a regular attendee of industry conferences. She has hosted national conference speaking sessions as well. 

Stephanie is also a proud member of NAPFA and XY Planning Network.

In her free time, you can find Stephanie with her friends and family at the lake, a concert, or travelling. Stephanie and her husband Josh reside in Grand Rapids Michigan. Stephanie values relationships and loves being around people. She enjoys entertaining and hosting, as well as decorating for nearly every holiday.

Stephanie and her husband Josh also volunteer with CASA of Kent County, helping and mentoring children in the foster care system. CASA volunteers act as a voice for the children throughout the legal process. If you think that you may be interested in volunteering, or you simply want to learn more about CASA, you can visit there website here:  https://casakentco.org/

 

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At Golden Goose Wealth Management you are more than just a number. We do
our best work for others who we share the same values.

If You Can Dream It, You Can Do It

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Address: 2500 E Beltline Ave SE

Suite G #230

Grand Rapids, MI 49525

Phone (616) 256-0216

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Golden Goose Wealth Planning, LLC is an Independent RIA located in Grand Rapids, Michigan.

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