Stephanie Trexler CFP.jpg

Stephanie Trexler

Master of Science Personal Financial Planning, 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 earned her master's degree in advanced financial planning with an emphasis on financial therapy at Kansas State University, where she was a member of Kappa Omicron Nu honors society.

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 also 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 traveling. 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 their website here:  https://casakentco.org/

 

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