Stephanie M. DeMuesy CASL®, CLTC, RICP® is a founding partner of Advise Financial Solutions in Green, OH. Stephanie began her career in 1995 with Security First Group and focused on the financial needs of teachers and their families. After being acquired by MetLife in 1997, Stephanie continued her work with educators but expanded her practice to take a more holistic approach to retirement planning. In 2012 she established a partnership with William Ahonen, and further expanded the team in 2015 with Anthony Nicodemo; together they opened the Advise Financial Solutions office in Green.
During her career at both Security First and MetLife, Stephanie has achieved many awards for excellence. She takes the most pride in helping hundreds of educators and their families achieve their financial dreams.
Stephanie is active in her community. She is a third-generation graduate of Green High School; her three children have also attended Green. Her youngest daughter Samantha, a Finance Major, is attending Miami University in Oxford, OH. Her son Miles graduated from The University of Cincinnati, now resides in Chicago, and is an Account Manager representing Ethicon Surgical Technologies/J&J MedTech. Her oldest daughter Katie is also a graduate of The University of Cincinnati and works in the field of event planning in the Cincinnati area.
Stephanie graduated from the University of Akron in 1991 with a BS in Business Administration with a focus on Marketing. She has continued her education throughout the years completing designations as a Chartered Advisor for Senior Living (CASL®) Certified Long Term Care (CLTC), and Retirement Income Certified Professional RICP®.
Qualifications:
- Series 6 Registered
- Insurance Licensed in FL, IL, NC, NJ, NY, OH, PA, SC,TX, UT, VA, WV
- Securities Licensed in GA, IL, NC, NJ, NY, OK, OH, PA, SC, TX, UT, VA, WV, FL, LA, MD, IN, KY