Stephanie Laster
Client Services
Stephanie Laster serves as the first point of contact for many clients at Ivy League Wealth Management. As the firm’s Client Services specialist, she manages new client onboarding, client service requests and ensures that scheduled distributions are processed accurately and on time. She maintains a disciplined workflow, efficiencies, and accuracy.
Known for her attentiveness and care, Stephanie helps clients with a wide range of service needs, including beneficiary updates, address changes, statement requests, and more. She also monitors key milestones—like turning age 73—to ensure timely follow-up and compliance. Stephanie brings warmth and efficiency to every interaction, helping clients feel supported and well cared for.
She is a graduate of Texas State University.