Stefanie Avery – Firm Administrator and Client Support Services
Stefanie Avery joined SM Berger & Company in 2021 as the Firm’s Administrator, supporting clients, investors and assisting in the company’s day-to-day operations. As a graduate of Mount Union University (formally Mount Union College) in Alliance, Ohio, Stefanie received a Bachelor of Arts degree in Business Management. With over 16 years of operational experience, she has extensive knowledge in client support and management, accounting, human resources, process improvement and operations.
Prior to SM Berger & Company, Stefanie was an Operations Manager for a privately held IT consulting firm. She has previously held various supporting positions ranging from an Operations Specialist to a Client Account Manager. Stefanie always strives to improve and strengthen internal and external communications, relationships, and processes.
Outside of the office, she enjoys spending time with her family, mentoring the young ladies in her Girl Scout troop, volunteering in the community, hiking, and time spent near the lake. She resides in the Greater Cleveland area with her husband, two daughters, and two dogs.