Stephanie M. Goodrich
^{CFP®, MPAS®, AAMS®, CRPC®}

Stephanie M. Goodrich CFP®, MPAS®, AAMS®, CRPC® is a CERTIFIED FINANCIAL PLANNER^TM professional, FINRA Series 7 and Series 66 registered, insurance licensed, and works as the Financial Planning Director for the office. She is passionate about uniting financial planning clients with sophisticated, goals-based, solutions that only the most knowledgeable planners apply. Stephanie also works closely with the team lead to refine business management practices and team strategy, enhancing client outcomes.

Stephanie is also an Adjunct Instructor for the College for Financial Planning, Master of Science degree program. She joined Sagemark Consulting (formerly known as Lincoln Financial Advisors) in 2020. Previously, Stephanie contributed to Merrill Lynch for well over a decade, most recently as a Vice President for high net worth lending clients. Previously, she successfully advised high net worth clients as a Financial Advisor and Senior Portfolio Advisor. The majority of Stephanie’s Merrill career was dedicated to the Private Banking & Investment Group, which focuses on a minimum of $10 million in investment assets. She also authored a book about organizational finance, which was listed in the Forbes Book Club upon initial publication.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.