Steph Thiel, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Steph
Steph Thiel
email: Stephaniet@wearesynergysolutions.com
tel: (575) 937-7617
web: https://wearesynergysolutions.com/
Steph Thiel is a seasoned business consultant and facilitator/implementer who thrives on helping entrepreneurs grow their businesses while reclaiming time for the things they love most—family, freedom, and life outside the office.
As a former franchise owner in the tax and financial services industry, Stephanie took $10,000 and scaled it to over $1.2 million in just five years creating a business independently run without her presence as the owner. Combined with her experience as a Morgan Stanley advisor, she brings both real-world ownership success and deep financial expertise to the business leaders she serves today.
Now, as a mother of two, Stephanie draws on her extensive background in complex, high-impact areas to guide business owners in streamlining operations, strengthening profitability, and building enterprises that honor the principle of value-for-value—creating businesses where true worth is recognized, exchanged, and multiplied.
When she’s not helping clients transform their businesses, Stephanie enjoys traveling with her children, Roark and Rand, and creating meaningful experiences together, all over the world.
