Stephanie Shinn
Financial Advisor
Stephanie is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families make confident financial decisions through every stage of life. She has a particular passion for guiding women through significant life transitions, including retirement, widowhood, and other complex financial milestones.
With a bachelor's degree in finance from Central Washington University and a career that began at Russell Investment Group, Stephanie brings deep expertise in investment management and comprehensive financial planning. Today, she helps clients simplify their financial lives, build long-term wealth, and create sustainable retirement strategies aligned with their goals and values.
Known for her approachable style and ability to make complex financial concepts easy to understand, Stephanie is committed to helping clients save, invest, and spend with confidence.
Outside of work, she enjoys traveling, spending time with family, reading, and volunteering with the Tacoma Humane Society.