Stephanie L. Willison

CFP®, CPA/PFS, AIF®

“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis

8350 S. Emerson Avenue Suite 140 Indianapolis, IN 46237
317-449-2040

Stephanie has been involved in the financial services industry since 1999. She served as a principal of Treybourne Wealth Planners from 2010 until it joined with Savant in 2021. Prior to joining Treybourne, Stephanie co-founded WealthPoint Advisors, LLC. Before that, she was an auditor with RJ Pile, LLC.

Stephanie earned a bachelor’s degree in accounting from the University of Indianapolis. She is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), a Certified Public Accountant (CPA), and earned a Personal Financial Specialist (PFS) designation. She is a member of the American Institute of Certified Public Accountants (AICPA).

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


Education &
Designations

  • University of Indianapolis
    Bachelor’s in Accounting
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® (AIF®)
  • Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)

Affiliations &
Community Service

  • American Institute of Certified Public Accountants (AICPA) – member
  • St. Barnabas – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.