A forward-thinking CPA with over 30 years of professional experience, Stephanie is the managing partner of the Lafayette branch. She exemplifies Darnall, Sikes & Frederick's philosophy of building lasting client relationships through personalized customer service. Stephanie serves on the Tax Committee, Management Advisory Committee, and Financial Services Committee.
A Summa Cum Laude graduate from the University of Southwestern Louisiana (now University of Louisiana at Lafayette) with a Bachelor of Science degree, Stephanie consistently offers her clients top-notch business consulting and tax planning services. Stephanie is a member of the AICPA, the SLCPA, the Consulting Services Section and Information Section of the AICPA, and the National Association of Bankruptcy Trustees. She has passed the FINRA Series 7 and Series 66 exams and is a registered representative of Avantax Investment ServicesSM.
Stephanie strives to build client relationships which last through the lifespan of a business, from locating start-up financing through to the sale of the company. She has extensive experience advising closely-held companies in areas of taxation, management, and restructuring.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.