Steller Wealth Planning

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Team photo for Steller Wealth Planning
Team photo for Steller Wealth Planning

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Advisors

Jill Murphy

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jill Murphy's website

Jeffrey Loomans

BFA

Financial Advisor

Visit Jeffrey Loomans's website


Team

Olesya Panasovets

Olesya Panasovets

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Client Communication
  • Sending and receiving documents
  • Records management
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Lynn Thompson

Lynn Thompson

Client Relationship Manager,

Office Manager
Sahabzada Areeb Kamal

Sahabzada Areeb Kamal

Financial Planning Analyst