Stephanie has been a member of the Wealth Guard Financial team since its inception, working in the financial services industry since 2012 when she obtained her series 7 and 63 licenses as well as her life, health and variable license.
Stephanie runs the day-to-day operations of Wealth Guard Financial and is available to assist our clients with service requests as well as any general questions or concerns. Stephanie's goal is to ensure that each client's financial goals are getting the attention they deserve.
Stephanie is a graduate of the University of Akron with a BA in Human Resource Management and a minor in Sales Managment. She is a member and past-president of Junior Women's Civic Club (JWCC) and is an avid tennis player. She lives in Akron with her husband, Brian, and their children, Cooper and Tucker.
Stephanie Shoman offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.
There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.
We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.