Stephanie Dermen

Stephanie has over five years of experience helping individuals implement retirement plans with clarity and confidence. She is passionate about serving others, building meaningful relationships, and ensuring every client feels supported and understood throughout their financial journey.

Known for her upbeat personality and professional approach, Stephanie thrives on client interaction and is dedicated to creating a positive and seamless experience in every conversation. Her commitment to service extends beyond the office — prior to her career in financial planning, she taught English to students in Costa Rica and remains actively involved in her local church.

A lifelong resident of Cumming, Georgia, Stephanie is proud to support clients in the community she calls home.