Stephanie Trexler, MS, CFP®

Stephanie is a CFP® professional who believes finances don't have to be complicated. She is passionate about helping clients achieve their financial goals. She is a mom who understands the everyday stresses of money and kids.

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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.

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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 committees as well as served as Chapter President. She is currently the co-chair of the career development committee. 

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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. For the past three years, she has chaired the Student Success Summit conference. She was 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 also helped form networking groups for working women across the country to connect. Stephanie also has hosted national conference speaking sessions as well. 

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

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In her free time, you can find Stephanie with her friends and family at the lake, at a concert, or traveling. Stephanie, her husband Josh, and their daughter 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.

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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. Stephanie and Josh were named CASA advocates of the year. 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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Most recently Stephanie formed the Grand Rapids chapter of Once Upon a Room. This non-profit organization decorates hospital rooms at Helen DeVos Children's Hospital for pediatric patients experiencing a long-term stay. 

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