Stephanie Hagan

Financial Plans Coordinator
847-713-2700 ext. 18

A Carter Financial Group team member since Fall of 2005.

Stephanie Hagan has over 25 years of experience in the financial services industry. Her goal for her clients is 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.  “You have to understand it, to achieve it”.  She is here to help you.

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 14 years working with individuals and families on their holistic financial picture inclusive of their qualified employer savings.

Stephanie is an Investment Adviser Representative with Carter Financial Group and has previously passed the series 7 and 66 securities registrations in addition to her Illinois Life and Health Insurance licenses.

In 2018, Stephanie also achieved her Certified Retirement Planning Counselor certification – CRPC®

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 30 years, continues to live and work in Barrington, where they are empty nesters as their two children pursue their degrees at the University of Kentucky.