Member Profile

About Me

Stephanie Lyttle is a 2010 graduate of the University of Kentucky, where she earned degrees in Accounting and Finance. After graduating from the University of Kentucky, Stephanie passed the CPA exam and joined Dean Dorton as a staff member working in both tax and audit services.

In 2014 she was offered a new job with a local Ameriprise office. She joined Triple Crown Advisors as the Operations Manager and trained for several years with another Financial Advisor in the office. Stephanie has now been servicing clients as a Financial Advisor for 3 years. In her time at Ameriprise, she has passed the Series 7, Series 66 and Life & Health Insurance exams. Stephanie has also fulfilled the requirements to become a CERTIFIED FINANCIAL PLANNER™ and an Accredited Portfolio Management Advisor^SM.

Stephanie is originally from western Kentucky. She met her husband, JW, in college and they made Lexington their home. She has volunteered with the Special Olympics of Kentucky and the Ronald McDonald House of Lexington and Louisville.