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