Stephanie McKinney

Director of Financial Strategies

Stephanie began her employment with Wes Young & Associates in 2008 as the Director of Financial Planning. She provides the support necessary for Wes and our team to ensure detailed and accurate assessment of client situations, as well as finding appropriate solutions and opportunities. This includes document and financial statement review, in-depth research and strategy development, as well as support with case design and hypothetical scenarios. Stephanie also coordinates with the internal and external advisors to help accomplish client goals and objectives. Stephanie’s unique industry experience and training equips her to oversee the planning, implementation and maintenance of client plans.