The Fullerton Team

Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.

Caryn Bort

Service Team Associate

Terri Faust

Department Supervisor

Michelle Foard

Assistant to Lead Advisor

Penny Hermans

Assistant to Lead Advisor

Katie Isaac

Scheduling Associate

Tia Keicher

Service Team Associate

Samantha Keleman

Service Team Associate

Amy Lander

Service Team Associate

Michelle Lorts

Seminar and Event Manager

Jeannine Marmo

First Impressions Concierge

Bethany May

Service Team Associate

Debbie Ramirez

Service Team Associate

Gina Saldana

Service Team Associate

Melanie Schissel

Marketing Events Manager

Anthony Trindade

Service Team Associate

Brooklynn Trotter

First Impressions Concierge

Connie Whetstine

Department Supervisor

Tori White

First Impressions Concierge