I am excited to announce that Stephanie (Trevino) Bawolek, CFP®, rejoined the Chichester Financial Group LLC team this month as an Associate Financial Planner!
Stephanie started her career in financial services with us in 2013 and found a passion caring for clients and their loved ones. She became a first-generation graduate by earning her B.S. in Finance with a focus on Financial Planning from Southern New Hampshire University, graduating Summa Cum Laude!
Stephanie continued to gain experience and diligently work with clients while studying to become a CERTIFIED FINANCIAL PLANNER™ professional in 2021.
Stephanie returns to our firm with a new breadth of knowledge! She gained an appreciation for the importance of estate planning while working for a trust company, and how to work with a wide range of clients, including entertainers and creatives, at a boutique financial advisory firm based in New York City.
She knows that a carefully created, comprehensive financial plan is just the first step. She is here to help implement, adjust, and revise the plan when needed!
Stephanie’s contact information is as follows:
Stephanie Bawolek CFP®
Associate Financial Planner
When you next speak to her, please congratulate her as she is expecting her first child with her husband, Eddie!
We are excited to continue to grow as a team to better meet your needs and exceed your expectations!