Stephanie Ondrasek

I thrive on a good challenge, and my favorite part of the job is working with new clients who need their investments completely reallocated. Aligning everything with the new financial plan created by the advisor and client is a rewarding process. I find it fascinating to work with clients from all over the U.S., each bringing their own unique lifestyle and needs. This diversity keeps things interesting and enriching.

My dad was the inspiration behind my career choice. Growing up, he was always sharing different ways to be smart with money with my sister and me. I've always loved working with numbers, so when I started college, I knew I wanted to major in something numbers-related. An introductory investments course sealed the deal for me, and by the end of the first day, I knew this was the industry for me.

Born and raised in Bryan, TX, I've built a life with my husband, Stephen, whom I married in April 2019. Together, we have two daughters, Macey and Mallory. I enjoy cooking and spending time with my family outdoors, creating memories, and enjoying the simple pleasures of life.