Stephanie Holston is a Client Service Executive at Kilter Group, where she combines empathy, experience, and a passion for helping others to make a meaningful impact in her clients’ financial lives. As a young mother seeking a stable and fulfilling career, Stephanie was drawn to financial services for its potential to provide both work-life flexibility and the opportunity to make a difference for families.

Growing up, Stephanie witnessed how challenging financial decisions could be, even for those with the means to make better choices. This motivated her to guide others in navigating these complexities, ensuring they feel confident and supported in their financial journeys. With a commitment to continuous learning, Stephanie thrives in an ever-evolving field, constantly seeking ways to better serve her clients.

Expertise

Stephanie brings nearly a decade of client service experience with a strong experience on life/estate insurance strategy. Before joining Kilter Group, she spent six years at a firm specializing in insurance tactic and execution. Life and Health licensed, she’s highly skilled in guiding clients through both simple and complex matters with calm, clarity, and precision.

What Drives Her

Stephanie finds the most fulfillment in seeing the relief on clients’ faces when a problem is resolved or a burden is lifted. She values the opportunity to create long-term impacts, whether through immediate solutions or proactive planning that ensures her clients and their families are cared for. Her goal is to be a trusted partner, a single point of contact clients can rely on for all aspects of their financial lives.

Beyond the Office

Stephanie’s hobbies reflect her methodical yet creative approach to life. She enjoys gardening, cooking, and reading—activities that require precision while allowing for personal expression. Known for her adventurous spirit and unwavering willingness to help, Stephanie is the friend who’s always ready to step in, no matter the need.

Stephanie’s dedication to her clients and her genuine care for their well-being make her an invaluable part of the Kilter Group team, ensuring that every client feels supported, prepared, and confident in their financial journey.