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About Us
Stephanie Squires, J.D., MBA - President, Colloquium Asset Management, Inc.
Stephanie Squires is an experienced wealth management advisor and financial services professional, with a background in law and finance. She specializes in assisting individuals, families, and organizations in managing their financial affairs, offering tailored strategies for achieving long-term financial goals. As the President of Colloquium Asset Management, Inc. and SCS Capital, LLC, Stephanie provides expertise in areas such as financial planning, investment management, tax preparation and tax savings strategies.
With over a decade of experience in financial services, she excels in crafting personalized wealth preservation plans, identifying potential financial risks, and guiding clients through complex financial decisions. Stephanie is also dedicated to helping clients navigate tax-efficient strategies and secure financial security for future generations.
Key Expertise
- Financial Planning and Investment Management
- Tax Preparation
- Risk Assessment and Mitigation
- Client Relationship Management
- Legal Knowledge in Financial Regulations
Education
- Jurist Doctor, Wayne State University Law School
- Masters of Business Administration - Finance, Wayne State University Law School
- Bachelor's in Business Administration - Accounting, Wayne State University
- Associate's Degree, Business Administration and Culinary Arts, Schoolcraft College
Personal Mission Statement
"Passionately, I help those who enter my life be true to themselves, grow to become the individuals they wish to be, and form an everlasting bond while having fun, working hard, and succeeding."