Perspective

Stephanie moves between strategy and creation, shaping brands, narratives, and experiences. Known for composure and decisiveness, she delivers work that signals authority while remaining human and accessible. She approaches projects with discretion, intentionality, and a careful eye for long-term relevance.

The Work

  •  Language, positioning, narrative control

  • Trend analysis and cultural insight

  •  Executive decision support, sequencing & internal alignment

  •  Building shared vision

  • Identify the next big opportunities in digital advice

  • Translate complex financial topics into clear, client-first narratives

  • Plan and deliver proactive, segmented communications

  • Shape content for thought leadership across articles, email, video, podcasts

Experience & Context

Stephanie has led national campaigns, enterprise-wide initiatives, and large-scale digital transformations. Over 15 years, she has advised executives, collaborated with economists, and shaped platforms, media, and campaigns that connect strategy, data, and culture. Her work translates complex priorities into clear, deliberate actions.

Selected Work

  • Smart Advice™ Platform – national deployment, client-focused digital advice

  • Smart Advice™ Podcast – curating economists, banking leaders, and investment insights

  • Expert Access Video Series – scaling thought leadership and advisor visibility

  • Interactive Financial Calculators – 339K+ monthly users, decision support tools

  • Private Wealth Digital Campaigns – client segmentation, event redesign, and advisor enablement

  • SEO Expansion & Analytics Dashboards – executive reporting and content optimization

  • Cross-LOB Digital Sprint – Figma redesign of site experience and customer journeys

  • Digital Advice Workshops – generating $34M projected revenue over five years

Guiding Principles

Innovate | Catalyze | Decide | Persist | Adapt

Influences

  • Chris Voss – negotiation and influence

  • Puno D’Ostres – digital media and content strategy

  • Seth Godin – marketing and storytelling

  • Dr. Gary Burge – leadership coaching

  • Dr. Rumeet Billian – thought leadership strategy

  • Dr. Joe Dispenza – mindset and behavioural change

  • Simon Sinek – leadership and purpose

  • Brené Brown – courage, vulnerability, and emotional intelligence