About Stefana
As an onboarding & integration specialist, Stefana Szytec assists with the training and integration of Buckingham Strategic Wealth’s newest transaction partners. She and her team are a one stop shop for the newest colleagues, answering questions and providing guidance as they transition.
For Stefana, every transaction has its own unique flare. She and her team help bring the best parts of partners’ existing businesses and incorporate them into the BSW process. She particularly enjoys finding solutions for problems that couldn’t be solved prior to joining Buckingham. Her role also provides her deep insight into the firm’s internal systems. She’s able to recognize gaps and partner with teams to update systems and processes accordingly. Overall, the most rewarding aspect for her is finding solutions and helping advisors as they integrate into a new firm.
Stefana joined Buckingham in 2015, originally working on the client service team. She holds a bachelor’s degree from the University of Dayton. Away from work, she enjoys growing flowers to sell at a local farmer’s market. She lives with her husband and two sons.
As an onboarding & integration specialist, Stefana Szytec assists with the training and integration of Buckingham Strategic Wealth’s newest transaction partners. She and her team are a one stop shop for the newest colleagues, answering questions and providing guidance as they transition.
For Stefana, every transaction has its own unique flare. She and her team help bring the best parts of partners’ existing businesses and incorporate them into the BSW process. She particularly enjoys finding solutions for problems that couldn’t be solved prior to joining Buckingham. Her role also provides her deep insight into the firm’s internal systems. She’s able to recognize gaps and partner with teams to update systems and processes accordingly. Overall, the most rewarding aspect for her is finding solutions and helping advisors as they integrate into a new firm.
Stefana joined Buckingham in 2015, originally working on the client service team. She holds a bachelor’s degree from the University of Dayton. Away from work, she enjoys growing flowers to sell at a local farmer’s market. She lives with her husband and two sons.