Our Associates

Stephanie Barnett

RICP®
30 South Wacker Drive, Suite 2700
Chicago, IL 60606

Stephanie Barnett brings more than a decade of financial services experience and a strong background in business administration and marketing. She focuses on helping clients develop strategies tailored to their personal and professional goals, with a particular emphasis on retirement income, business planning, and comprehensive financial strategies. 

A graduate of Columbia College, where she majored in Business Administration and Marketing, Stephanie began her career in financial services as a Financial Advisor at Thrivent Financial. Before that, she spent more than 16 years at Thermo Fisher Scientific in customer service, marketing, and international sales. This multifaceted experience gives her a unique perspective and allows her to bring a well-rounded approach to her client relationships. 

Outside of her professional work, Stephanie enjoys a full family life with her husband, Michael, of 20 years and their 14-year-old son, a passionate musician who plays piano and saxophone. Together, they enjoy camping, boating, and snowmobiling adventures. 

Main areas of Focus
  • Retirement Income Planning
  • Financial Planning
  • Business Planning
10+Years Experience
A woman with shoulder-length blonde hair, glasses, and a teal blazer poses for a professional headshot in an office setting.

Education

Columbia College

Licenses

Series 7, Series 63, Series 66, SIE

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