Stephanie Boeke

Investment Advisor | Senior Client Relations Manager

Stephanie is head of BirdRock client relations and holds a Series 65 Registered Investment Advisor license.  She is an excellent problem solver and is passionate about making sure that every client feels well taken care of.  She accomplishes this by listening to client’s needs, helping them navigate major life events, and by taking a holistic approach to helping people achieve their financial goals. Her background as a pharmaceutical sales representative for Solvay Pharmaceuticals, Inc. and in account management for Republic National Distributing provides her with a unique skill set that translates well to the BirdRock family.  Stephanie grew up in San Antonio and attended The University of Texas at Austin where she received a Bachelor of Science degree in 1991.  In her free time, Stephanie loves to travel, listen to live music, hike and spend time with her family.

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