Tax & Financial Associate
Stephanie Coffey is a Tax & Financial Associate at TMATT Tax & Financial.This position is responsible for both the initial and ongoing administration of all wealth management and tax accounts. Associated tasks include, but are not limited to; opening accounts, account transfers, contributions/distributions, client communications, and general inquiries.
Stephanie was one of TMATT`s original employees starting with the company in 2007. She took an extended leave to concentrate on raising her two boys and returned to TMATT in 2018. Outside of work she enjoys traveling with her family, actively supporting her boys athletic endeavors and catching a Red Sox game from time to time.