About Stephanie Sammons, CFP®
Stephanie Sammons, CFP®
Stephanie Sammons has been guiding her clients to and through retirement for more than two decades. She has also held senior management positions at Merrill Lynch and UBS, and has trained thousands of financial advisors throughout her career.
Stephanie grew up in Plano, Texas where she was the high school mascot and and an All-District point guard. She played college basketball for the Oklahoma Sooners and Midwestern State University where she was team captain and Academic All-American. Stephanie earned her BBA in Economics in 1992 and her CERTIFIED FINANCIAL PLANNER™ certificate in 2005.
Stephanie is a former #1 bestselling author on Amazon (Linked to Influence) and a performing singer-songwriter. She has written and co-produced two EP’s and has worked closely with a number of accomplished singer-songwriters in Nashville. Stephanie enjoys hot yoga, hiking, snowboarding, travel, reading, writing, and cheering on the Dallas Cowboys.
Stephanie lives in Dallas, Texas with her wife, attorney Kay Van Wey, their two teenage sons Nicholas and Benjamin, a Chihuahua named Sugar Bear, and an Australian-Shepherd mix named Sadie.
About Sammons Wealth Management
Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.
As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)
Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.
We custody our client assets with TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values.
We are members of the Certified Financial Planners Organization, National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Fee-Only Advisor Network, and the Financial Planning Association. These associations set the highest fiduciary standards for financial advisors and have ongoing continuing education requirements for members.
We work closely with a select network of professionals such as attorneys, CPAs, pension consultants, and insurance agents to serve the holistic financial needs of our clients. We do not accept referral fees from any of these professionals.
We utilize investment managers that provide the highest quality investment portfolios with a focus on low-cost and tax-efficient investment management.