EVP - Advisor Experience & Strategy and Wealth Management Advisor
Stephanie Schuller is the Executive Vice President for Advisor Experience & Strategy at Farpointe. She is responsible for all aspects of the Farpointe advisor experience, including transitions, onboarding, reporting and practice management, and is also responsible for developing and executing our strategic initiatives.
Stephanie most recently was the Vice President of Enterprise Risk Management at Blucora, Inc. Prior to that she served 22 years as the Head of Risk Management for HD Vest Financial Services (now Avantax), where she led the ongoing process of identifying, anticipating and managing current and future risks for the firm, as well as managing strategic operations and compliance initiatives. Stephanie began her career as a Senior Associate in the audit group at PriceWaterhouse Coopers.
Stephanie graduated from Texas A&M University with a Bachelors of Business Administration in Accounting. She is a CPA and holds Series 7, 24 and 65 securities registrations.
Stephanie lives in Coppell, Texas, with her husband, Gerrit, and their three children.
What is your favorite quote?
"I was born for a storm, and a calm does not suit me." - Andrew Jackson. That is how I feel about life. If I see a problem or issue that needs to be addressed, I am fully invested in giving it my full attention with the hopes of building a better business, building stronger relationships, and building a brighter future. The stormy side of doing the right thing doesn’t scare me; rather, the battle drives my energy to make a difference.
What do you enjoy doing most when you’re not at work?
Anything outside. I love the sun and enjoy running, swimming, and biking to get out of the house. I have three kids who participate in track and field, so I spend most of my free time driving them to their various track and field practices. Then I get to enjoy sitting at track meets watching them compete...more time outside!
Who has been the most influential person in your career?
My father. He was a successful entrepreneur who has always been a source of helpful words and wisdom throughout my career. His own experiences and guidance have been a source of inspiration to fuel my desire to work with and help grow independent businesses, which is why I chose to join Farpointe and its community of independent business owners. Throughout his career, I have watched how his core principals and values have translated into business success. The key was his ability to combine his passion and work ethic with unwavering values of honesty, integrity, kindness, and perseverance; all values we share at Farpointe.