Stephanie Bolles is a seasoned financial professional who brings a comprehensive and holistic approach to financial and estate planning for individuals, families, and businesses. As a dedicated LPL Registered Representative and LPL Investment Advisor Representative, she specializes in developing tailored strategies that support her clients through every stage of life — from basic retirement and college savings plans to family preservation strategies, tax-advantaged investing, income maximization strategies, estate planning, and multi-generational wealth management.
Stephanie lives on a small homestead in St. Charles, Iowa, with her husband and their grown daughter. An avid animal lover and advocate of holistic living, she shares her home with goats, donkeys, and four rescue dogs. Her love for the outdoors, yoga, and mindful living reflects the thoughtful, balanced approach she brings to helping clients pursue their financial goals.