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
- Commonbond You are now leaving MassMutual's website and will be redirected to an advisor's website.Get a preferred interest rate for student loan refinancing.
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