

Read what Stephanie has to Say
About Me
What’s the best financial advice you’ve ever received?
The best financial advice I ever received was something simple. Each year you are able to get a raise, increase your 401k contribution by 1%.
Do you like participating in a favorite community event or tradition?
Community connection is near and dear to my heart. I love being a trustee at the Hitchcock Free Academy, where we provide countless events at no cost of admission all over Brimfield. I am the treasurer for Central Mass Business Connector, and after every Thursday meeting I look forward to getting my Morning Meditation at Sturbridge Coffee House!
What motivates you to help customers achieve their financial goals?
My motivation for helping customers achieve their financial goals is the opportunity to make a meaningful difference in their lives. I take pride in building strong personal relationships. My belief is that when our customers succeed, our entire neighborhood thrives, and I know how important that is to the Brimfield community.
What’s your favorite aspect of working with local businesses or individuals?
My favorite aspect of working with local businesses and individuals is the opportunity it provides to create genuine, long-term relationships, where I can go beyond providing financial services, where I can care about the people behind the businesses and the families behind the accounts.
Stephanie was very responsive, polite and professional.
– Brimfield Customer
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