JA Counter

Stephanie Marek

Personal Markets Advocate
Stephanie Marek

Stephanie is an essential part of our team, serving as a Personal Markets Advocate. In this role, she partners with our Individual, Medicare, and Wealth Service teams to deliver exceptional customer service. Her dedication ensures that clients receive the personalized attention and support they need to navigate their options and make informed decisions. 

Stephanie holds a Bachelor of Science degree in Retail Merchandising and Management and brings over 15 years of customer service experience to the firm. Her extensive background equips her with the skills and knowledge to handle a wide range of client needs effectively. 

Residing in Somerset with her husband, Stephanie enjoys fishing, camping, and cooking in her spare time. Her friendly demeanor and commitment to excellence make her a valued resource for both clients and colleagues alike. 

Stephanie is Life and Health Insurance licensed in Wisconsin & Minnesota. 

Strengths:  Developer, Empathy, Harmony, Adaptability, Consistency
Predictive Index Profile: Operator
Time Travel: Steph would time travel to the time of Little House on the Prairie and hang with the Ingalls Family.

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Disclosure:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Alera Group (JA Counter) and Cambridge are not affiliated. Fixed insurance services offered through Alera Group (JA Counter).

Check the background of your financial professional on FINRA's BrokerCheck. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Click here for Cambridge's Form CRS.