Stephanie Wendling

Stephanie Wendling is the Senior Manager, Wealth Management Operations at Broad Street Financial, where she leads with a client-first, relationship-driven approach. With more than a decade of experience, she combines her deep tax and financial planning expertise with a practical, solution-oriented mindset. Stephanie is passionate about helping clients feel confident in their financial decisions and supporting them as they work toward their long-term goals.

As a CFP® professional and licensed CPA, Stephanie brings a strong blend of technical knowledge and practical insight that elevates both her team and the client experience.

Stephanie is a two-time graduate of Widener University with an undergraduate degree in accounting and a master’s in taxation and financial planning. Her passion for education and financial literacy extends beyond her own studies - she teaches graduate and undergraduate tax and financial planning online courses as an adjunct professor and has been recognized for excellence in both teaching and research.

Stephanie lives in Delaware County with her husband and their two young children. Outside of work, she enjoys spending time with her family, reading, and playing board games.

*CPA Licensed; not practicing on behalf of MassMutual or its affiliates.