Our Story

Stephanie's Story

For nearly 27 years at the same firm, I have enjoyed helping individuals, families and business owners with the wealth creation and planning needs.

Back in 1997, I began working with Harriman Cronk at Crowell, Weedon & Co. which merged with D.A. Davidson & Co. in 2013. We were top advisors with Crowell Weedon, and with Harriman's passing, I have continued to serve our clients.

In 2014, a colleague and I became the first women to qualify for D.A. Davidson's top advisors' Chairman's Council.

After graduating cum laude from California Polytechnic State University, San Luis Obispo, I worked in commercial property management and then found the career I love — helping people with financial planning, risk management and asset allocation.

Learning is a lifelong passion for me, and while working full-time in 2008, I attended the University of Irvine's Accelerated Personal Finance Program. Then in 2014, I completed the Cannon Financial Institute's Certified Wealth Strategist program.

When not working, I enjoy riding my horses and competing at local dressage shows. I also love gardening, family time and outdoor travel adventures with my husband, Steve.

CA Ins Lic #0B91693

Joe's Story

I’ve always believed that financial planning is about more than just numbers—it’s about helping people build the life they want for themselves and their families. Your finances can support what matters most to you: your values, your relationships, and your long-term vision for life. Finances and intentional investing can be a catalyst for bringing joy, peace, and freedom into your life and the lives of those you love.

I knew I wanted to be a part of a practice that puts thoughtful, strategic planning at the center of every client relationship. At Bennett Wealth Strategies, I’m able to focus on walking with others as they face life’s key moments.

My goal is simple: to understand you, and then to offer clear, personalized strategies that reflect your goals and your values. Whether you’re looking to invest intentionally, plan for your children’s future, build a financial legacy, or prepare for a fulfilling retirement, I’m here to support you on your journey.

CA Ins Lic #4450928