Stephanie Westwood Rothermich

  • CLU®
  • CFBS

Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, LGBTQ

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

As a graduate from William Woods University, and The American College, I hold the CLU and CFBS designations.
In my free time, I enjoy attending Mizzou sporting events with my family, traveling, volunteering on the advisory board for the Rho Alpha Chapter of Chi Omega.  Most important to me is spending time with my children, Matthew and Kathryn, and husband, Linus.

See Stephanie’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Stephanie

*Fields are required

Synergy Wealth Solutions - Columbia

Satellite Office

110 North 10th Street Suite 5
Columbia, MO 65201