Stephanie  Platt

Stephanie Platt

Administrative Support

I began my career in the financial services industry in 1992 with Prudential Insurance, where I obtained the Series 6 and Life Insurance licenses. After starting in the industry, I graduated from Kent State University in 1994 with a Bachelor of Business Administration in Finance and Economics. Shortly after graduation, I accepted a position at Dean Witter Reynolds, where I assisted several top producers with sales and marketing. In spring of 1995, I was recruited by Vestax Corporation, a small broker/dealer, where I headed up their product division, concentrating on mutual funds and variable annuities. I obtained my Series 7 securities license in January 1997.

In March 1997, I was presented with the opportunity to help develop a new Registered Investment Advisor (RIA) corporation that focused on specific money management strategies for registered representatives to use with their clients. Once the securities department was fully functional, I transitioned into the retirement plans area, where I helped to develop a group annuity platform through ING Reliastar for use with 401(k) and 401(a) plans.

I later went on to hold positions as a Regional Sales Manager of an insurance marketing organization, as well as Director of Sales and Product Development for a mid-size broker/dealer. In April 2007, I started Financial Services Outsourcing Solutions, Inc., which specializes in assisting Registered Investment Advisors with their back-office operations.

I am proud to be an Ohio native, and I currently live in Northeast Ohio with my husband, David. Together, we have three children: Kaelyn, Haleigh, and Gabriel. In my free time, I enjoy camping with my family, quilting and embroidery, and reading.