Portrait of Stephanie Michael

Stephanie Michael

Client Service Representative

Based in Scottsdale, Stephanie supports account setup and ongoing administration, keeping clients informed through timely, attentive, and detail-oriented service.

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Stephanie Michael is a Client Service Representative at Mission Wealth in the Scottsdale, Arizona area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Stephanie’s responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Stephanie plays a vital role in the success of Mission Wealth.

I find joy in the details and am dedicated to ensuring our clients' satisfaction. Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals.

—Stephanie Michael, Client Service Representative

Professional Background

Stephanie has over 15 years of experience in the financial services industry working with independent financial planning firms. Her expertise encompasses practice support, management and client services making her a versatile and valuable member of any team.

Personal Pursuits

Stephanie, who resides in Mesa, Arizona, is passionate about sewing, golfing, and exploring the state’s scenic hiking trails. She relishes in traveling to experience new cultures and places. Most importantly, she cherishes the moments spent with friends and family.

Community Impact

Stephanie volunteers during her free time to Paz De Christo, a local nonprofit that helps those struggling with homelessness, poverty and hunger.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Professional headshot of Stephanie Michael, smiling with a pearl necklace and white blouse against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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  3. 3 We’ll connect you with the right person or team
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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Professional headshot of Stephanie Michael, smiling with a pearl necklace and white blouse against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Stephanie Michael.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Stephanie and Mission Wealth may be the right fit to support your life and financial goals.