Stephanie Ruark

Wealth Advisor

Stephanie has been a driving force behind financial well-being for over 20 years as a dedicated Financial Planner and Investment Advisor. With a profound passion for empowering individuals to save wisely and lead a fulfilling life with reduced stress and anxiety, she brings a wealth of expertise to our team.  Her commitment to financial empowerment goes beyond the office. As a seasoned yoga instructor, she seamlessly integrates principles of balance and mindfulness into her professional philosophy, guiding clients towards holistic financial health.  


Bachelor of Arts, Colorado Christian University 


Outside of the world of finance, Stephanie finds joy in family life. As proud parent to her three sons, and a loving grandparent to three, she cherishes the importance of a balanced life. Her dedication to family values mirrors her approach to financial planning – a harmonious blend of responsibility and enjoyment.