Iris Stepanic, MBA

Photo of team member
Iris Stepanic
MBA

Operations Manager

Phone: 
808-441-6415
Fax: 
800-943-8752

Iris Stepanic serves as Operations Manager for Coda Financial Group.  Her primary focus is to provide the entire team the support necessary to efficiently provide the best care and service to our clients possible.  She supports the firm’s overall operations by employing her versatility and handling various facets of the business.  She feels blessed to be able to work hand in hand with her husband Gabe, to work with a team that feels like an extended family, and to support our wonderful clients achieve their goals.

Outside of the office, Iris enjoys spending time with her husband Gabe, son Matthew, and daughter Maya.  She enjoys traveling, hiking, running, and relaxing at the beach.

  • Non-Registered Personnel, SagePoint Financial, Inc.
  • MBA, International Business, University of Hawaii at Manoa, 2004
  • BA, American Ethnic Studies, University of Washington, 1998

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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