Stephanie L. Willison
CFP®, CPA/PFS, AIF®
Financial Advisor / Member Owner
“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis
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Education &
Affiliations &
Stephanie is a financial advisor in Savant’s Indianapolis, IN office. She has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Accredited Investment Fiduciary® (AIF®), Stephanie is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. She also holds the Personal Financial Specialist (PFS) credential, awarded by the American Institute of Certified Public Accountants (AICPA).
Stephanie has been involved in the financial services industry since 1999. She served as a principal of Treybourne Wealth Planners from 2010 until it joined with Savant in 2021. Prior to joining Treybourne, Stephanie co-founded WealthPoint Advisors, LLC. Before that, she was an auditor with RJ Pile, LLC.
Stephanie is a member of the AICPA. She earned a bachelor’s degree in accounting from the University of Indianapolis.
Stephanie is a member of St. Barnabas and lives on the south side of Indianapolis with her husband Scott and their sons, Sean and Steven. She loves being a boy mom and enjoys spending time with her family and friends, going on walks, Broadway musicals, and photography.
Education &
Designations
- University of Indianapolis
Bachelor’s in Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary® (AIF®)
- Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- St. Barnabas – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.