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Stephanie Schuller

Stephanie Schuller

Partner, Wealth Management Advisor

Stephanie Schuller is the Executive Vice President for Advisor Experience & Strategy at Farpointe. She is responsible for all aspects of the Farpointe advisor experience, including transitions, onboarding, reporting and practice management, and is also responsible for developing and executing our strategic initiatives.

Stephanie most recently was the Vice President of Enterprise Risk Management at Blucora, Inc. Prior to that she served 22 years as the Head of Risk Management for HD Vest Financial Services (now Avantax), where she led the ongoing process of identifying, anticipating and managing current and future risks for the firm, as well as managing strategic operations and compliance initiatives. Stephanie began her career as a Senior Associate in the audit group at PriceWaterhouseCoopers.

Stephanie graduated from Texas A&M University with a Bachelors of Business Administration in Accounting. She is a CPA and holds Series 7, 24 and 65 securities registrations.

Stephanie lives in Coppell, Texas, with her husband, Gerrit, and their three children.