Stephanie Vail

Stephanie Vail

Investment Representative

Stephanie graduated from Calvin College and holds her Series 7 and 66 designations with LPL Financial. She has worked for the Custer Insurance Agency since 2009 and currently serves as the Agency Manager. Stephanie began her career as a Financial Advisor with Waddell & Reed prior to joining Harborfront and starting Custer Financial Advisors.

Stephanie specializes in helping her clients complete the Financial Planning Process and coaches her clients through everything from budgeting and debt reduction to investments. She specializes in working with Millennials, Educators, Couples, and those who are Self-Employed.

West Michigan is home to Stephanie. She grew up in the Holland/Zeeland area and now lives with her husband in the Alger Heights neighborhood of Grand Rapids.

 

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