Stephanie Willison, CPA/PFS, CFP®


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  • Following an internship with Sherman & Armbruster, LLP, in 1998 and 1999, Stephanie returned to the firm in 2010 as a Principal. She began her career as an auditor with RJ Pile, LLC, in 1999 after graduating from the University of Indianapolis with a bachelor's degree in accounting. To pursue her interest in wealth management, she transitioned to RJP Investment Advisors, LLP, and cofounded WealthPoint Advisors, LLC, in 2009.

    She earned a CPA certification in 2002 and became a designated CERTIFIED FINANCIAL PLANNER® (CFP®) in 2004. She is a member of the American Institute of CPAs (AICPA), the Indiana CPA Society, and the Financial Planning Association (FPA).  Always committed to excellence, Stephanie received the CPA High Grade Award, and the INCPAS 5 Under 35 Award.

    Stephanie served on the Board of Our Lady of Fatima Retreat House from 2011 - 2016 and has been involved in the Alzheimer's Association of Greater Indiana. She served as a leader for the Alzheimer's Association's largest fund-raiser, Memory Walk, from 2003-2009. She was the Walk chairperson in 2008. She also served as Treasurer of the Indianapolis Jazz Foundation. She is a member of Saint Barnabas.

    Stephanie lives on the south side of Indianapolis with her husband, Scott, and their boys, Sean and Steven. She loves being a boy mom.  She enjoys spending time with her family and friends, going on walks, attending musicals, and photography.

     

    "Do not go where the path may lead, go instead where there is no path and leave a trail."

    - Ralph Waldo Emerson

 

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