6135 Park South Drive
Stephanie is responsible for various administrative duties including processing client service requests and handling the daily operations of the firm.
Stephanie began her career in Financial Services in 1992 with Prudential Insurance. She graduated in 1994 with a Bachelor of Business Administration in Finance and Economics. Shortly after graduation, she accepted a position at Dean Witter Reynolds, assisting several top financial advisors with sales and marketing. In spring of 1995, she was recruited by Vestax Corporation where she headed up their product division concentrating on Mutual Funds and Variable Annuities.
Stephanie went on to hold positions as a Regional Sales Manager of an insurance marketing organization as well as Director of Sales and Product Development for a mid-size Broker Dealer. In 2007, she decided to branch out on her own to offer administrative and operational support services to select advisor firms around the country.
Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn, Haleigh and Gabriel. She enjoys camping, gardening, quilting and reading.
Sue is the owner of Delegated Planning. With the help of her and her firm, she provides Calamita Wealth Management with services that help us bring financial peace to our client's lives.
Sue earned a Bachelor of Science degree in business from the University of Virginia and completed a Master of Science degree in Personal Financial Planning.
As a Certified Financial PlannerTM professional, Sue has worked in the financial services industry for more than 15 years. She began her career as a retirement plans specialist for a securities clearing firm and transitioned to manage the western regional financial planning department of a national broker-dealer. In 2005, Sue took the opportunity to develop and manage the financial planning division of an independent Registered Investment Advisor firm. She decided to branch out on her own to offer financial planning support services to select advisor firms around the country in 2011.
Sue enjoys travel, volunteering and outdoor activities. Living in Denver, Colorado, provides her ample opportunity to enjoy the mountains in all seasons.
Catherine is a Pennsylvania native who has called Lake Tahoe, CA, home for the last two decades. She and her daughter, Mia, enjoy skiing, hiking, paddleboarding, kayaking, river and lake swimming, music, dancing, boxing and just about any adventure that comes their way.
Catherine has found that her passions lie in the realms of art and creative problem solving. This, combined with her genuine love and compassion for people, has stretched her career canvas in various angles, such as teaching art and education, to active assisting and managing high-end dental practices, to creating and patenting a design that launched her own fashion house.
Catherine sees the lessons and opportunity in the everyday interactions. She has been coined a “dot-connector” and has a natural affinity in assisting our clients to see the dots that connect to their life’s big picture.
Catherine attributes her success to the love and example shown to her by her beloved family, her dearest friends and mentors. These people who have taught her what an honor it is to be human, the value of tradition and what it means to be part of a legacy. When we are part of something greater than ourselves, it is the most extraordinary gift a soul in this lifetime can achieve. I wish this for myself, my daughter and us all.