Stephanie Ternes

Client Relationship Coordinator, Chief Compliance Officer

At Wealth Forward, Stephanie’s responsibilities include managing day-to-day operations, transaction processing, and handling routine requests from clients such as processing withdrawals, changing contact information, and completing forms.

Stephanie Ternes

Client Relationship Coordinator, Chief Compliance Officer

Stephanie Ternes is Wealth Forward’s Client Relationship Coordinator and Chief Compliance Officer. She graduated from Minnesota State University Moorhead in 2006 with a degree in Mass Communications. While completing her degree, she interned at New Rivers Press where she earned a Publishing Certificate. Stephanie began working at Wealth Forward in the summer of 2006. While working at Wealth Forward she passed the Series 65 exam. Her responsibilities include managing day-to-day operations, transaction processing, back office functions, and compliance.

Stephanie lives with her husband in West Fargo. They enjoy traveling, attending concerts, spending time with friends and family, and many outdoor activities including camping, biking and skiing.