MassMutual financial professional.

Stephanie Westwood Rothermichemail

Synergy Wealth Solutions - Columbia

110 North 10th Street Suite 5
Columbia, MO 65201

  • Professional Story

    Stephanie is a Wealth Management Advisor with Synergy Wealth Solutions in Columbia, Missouri. She started her career in 1988 with Massachusetts Mutual Life Insurance Company in Kansas City, Missouri. In 1992, Stephanie returned to her hometown - Columbia, Missouri.

    She received her B.A. in Business Administration from William Woods University in Fulton, Missouri. She has earned the designations of Chartered Life Underwriter (CLU) and Certified Family Business Specialist (CFBS).

    Stephanie and her husband, Linus, have two children, Matthew and Kathryn.

  • Languages:
    • English

  • Credentials:
    • CLU®
    • CFBS

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Retirement Income Planning
    • LGBTQ

  • Online Services

    • Check the background of this investment professional on FINRA's BrokerCheck

    See Stephanie’s Licenses and Disclosures

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