OUR PEOPLE ARE OUR COMPETITIVE ADVANTAGE

We have put a great team of experienced professionals together — all working to provide exceptional service. To that end, we invest a great deal of time and resources in continual training and coaching. We employ a consultative approach to the majority of our processes.

Stephanie Smith

Stephanie Smith

Accounting Practice Intermediary

With over 12 years of proven sales and marketing experience in the banking sector, Stephanie brings a strong financial background to her position at Poe Group Advisors. This prior experience lending to and working with small business owners assists her as a skilled negotiator, helping maximize value for both buyers and sellers.

Stephanie holds a bachelor’s degree from Northeastern State University in Tahlequah, OK. When not assisting a client, she enjoys spending time with her family, playing tennis, knitting and traveling.