Stephanie Smith-Tremoulis, CFP^®

What path led you to wealth management?

A passion to serve others.

Why did you join TFO Wealth Partners?

After working in the industry for a number of years, I knew that TFO Wealth Partners was an exemplary firm. They were ahead of the curve when it came to serving clients, they were continuing to grow the team to build an even better firm for their clients and the services offered were comprehensive to meet their clients needs. I wanted to be a part of a team that operates this way and continues to operate this way. When TFO Wealth Partners reach out to me it was an honor to join their team.

What most excites you about your work?

Simplifying complex matters for our clients and easing their worries about their future, finances, and family. There is an emotional burden with wealth, it can cause a great deal of worry and it can be a blessing that people didn’t expect. Helping our clients to design and implement a plan that gives their wealth a greater purpose is such a joy. Putting a client at ease about being prepared for retirement, or simplifying a complex estate plan for a client so they can easily understand how their wealth and values will transition to the next generation is an honor. I am truly grateful to a be trusted advisor for our clients.

What has been your most rewarding career experience?

My rewards come on a daily or weekly basis. They aren’t grandiose and they don’t come with plaques or awards. Helping our clients connect their wealth and purpose is a reminder that I am making a difference and it’s the motivation for me to get up early and do it all over again the next day.

What personal accomplishments are you most proud of?

Helping New Eve Maternity Home raise funds to care for mom’s and new babies as they get back on their feet.

What are some of your life's biggest influences?

My parents – they have always pushed us to strive for excellence, but also kept us grounded and on a faithful path. Growing up they reminded us we are here to serve others and that we must give 110%. There are a lot of successful people in the wealth management industry and its easy to get caught up in pursuing what they have accomplished, but if you fall off that faithful path the success is meaningless.