Stephanie Platt

Client Service Manager

Stephanie has over 20 years of financial services experience, working for companies including Prudential Insurance, Vestax Corporation, and Dean Witter Reynolds in a variety of sales, marketing, and product development positions. Passionate about helping Registered Investment Advisors succeed, Stephanie founded Financial Services Outsourcing Solutions, LLC in April 2007.

Stephanie also earned a Bachelor of Business Administration in Finance and Economics.   Because of her diverse work experience, Stephanie demonstrates extraordinary expertise and understanding of the specific details required for a successful financial services operation. 

Stephanie resides in Ohio with her husband Dave. She has 3 children: Kaelyn, Haleigh and Gabriel, and is also blessed with her first grandchild, Deklan. Stephanie has a strong passion for quilting, playing the piano, camping and hiking.