Stephanie Sandle, CPA, CFP®, CPWA®, MPAS™, AEP®
Senior Wealth Advisor & Team Leader, Managing Director
Stephanie is a Senior Wealth Advisor and Team Leader at MAI. 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.
She earned both her BS and Masters in Accountancy from Miami University and 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™ designation. Stephanie holds the Accredited Estate Planner® designation and is a member of the Estate Planning Council of Cleveland.
She is also a member of the Fairview Women’s Club and supports various nonprofit organizations sponsored by MAI.