Administrative Assistant

How Can She Help You?

Stephanie brings comprehensive administrative support services to the clients and JMB Financial Managers team members she serves. She is extremely detail oriented and a creative problem solver.

What Makes Her Knowledgeable?

She has more than a decade of deep experience providing administrative support and superior client service including data management, record keeping, scheduling, and facilitating incoming and outgoing communication. Prior to joining the JMB Financial Managers team, she worked in an administrative support role at the Riverside County School District and Office of Education. She was also a Customer Service Assistant at Fullerton Community Bank and Insurance Agent for ALFAC. She attended Rio Hondo College.

Getting to Know Her

Stephanie lives in Huntington Beach with husband and daughter. In her free time, she supports environmentally responsible recreation in the eastern Sierras and enjoys attending her children’s activities. She also plays drums, enjoys backpacking, and is an accomplished French pastry maker.