A member of Carter Financial Group since Fall of 2005.
Stephanie Hagan has over 25 years of experience in the financial services industry. The goals for efficacy with her clients are based on this principle; education and understanding of current financial positions is vital to making sound and prudent decisions that work towards achieving their dreams and goals for the future.
She began her career on the floor at the Chicago Board of Trade then migrating into the corporate sector within the 401(k) industry. After 17 years overseeing operations and administration for 401(k) plans; Stephanie has spent the last 10 years working with individuals and families on their holistic financial picture inclusive of their qualified employer savings.
Stephanie is an investment advisor representative with Voya Financial Advisors and has the series 7 and 66 securities registrations in addition to her Illinois Life and Health Insurance licenses. Our company motto of making a secure financial future possible — one person, one family, one institution at a time; all within an atmosphere of family, faith and fun aligns with her personal mission. Stephanie along with her husband of 25 years are raising 2 teenage children in their hometown; where they live and work.
I am available Tuesday and Friday from 9:00 am to 4:00 pm. I look forward to working with you.