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Stephanie Sandle, CPA, CFP®, CPWA®, AEP®

Managing Director

Cleveland, OH

Stephanie joined MAI in 2012 and is a Managing Director in the Wealth Management group.  Her primary responsibility is to provide wealth advisory services for high net worth clients to help them achieve their financial goals.  Prior to MAI, Stephanie worked for Parkwood Corporation where she was the head of a high net worth family office tax department.  Stephanie received both her BS and Master's in Accountancy from Miami University and earned her MS in Personal Financial Planning from the College for Financial Planning.  Stephanie is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.  Additionally, she is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor® professional, and holds the Master Planner Advanced Studies (MPAS®) designation.  Stephanie also holds the Accredited Estate Planner® designation and is a member of the Estate Planning Council of Cleveland.