Stephanie is co-founder and managing partner of GM Wealth Group, responsible for guiding the firm’s investment strategy, research and strategic development. With more than a decade of experience in the financial industry, she is uniquely positioned to oversee a variety of initiatives for GM Wealth Group. Specializing in investment strategy, portfolio construction, risk management, and corporate and private retirement plans, Stephanie leverages her extensive experience and professional qualifications to implement highly customized portfolios for her clients. She also employs a unique focus on the retirement space.
Stephanie began her career at Merrill Lynch in 2000, where she consulted with private clients, executives and business owners to develop financial solutions, including portfolio construction, risk management and corporate executive plans. Before her career in financial services, Ms. Groschup spent seven years in the oil and gas industry, where she led a successful sales team dealing with large refiners, gas processors and petrochemical producers in the Southwest region of the U.S.
Stephanie holds FINRA Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses. She received her B.A. from the University of Texas at Austin.
She is also a Chartered Retirement Planning Counselor (CRPC)®
Qualifications:
Securities licenses: Series 7 and 66
Insurance licenses: life, health and long-term care
B.A., University of Texas at Austin
Chartered retirement planning counselor (CRPC)®