Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

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Stephanie Ramirez

Head of Bookkeeping

Stephanie is the Head of Bookkeeping at Trivium Point Advisory where she leads the bookkeeping and financial departments. She has over 18 years of accounting experiencing in various roles including Financial Analyst, Corporate Auditor, and Controller. 

Stephanie has been passionate about helping people with their numbers since highs school where she began her career as an intern at a large energy company as a Financial Analyst. After graduating from Oral Roberts University with a BS in Accounting she worked for another large energy company where she moved up the ranks as a Sr. Corporate Auditor. Before partnering with Trivium Point Advisory in 2021, she was running a successful accounting firm helping businesses with their bookkeeping, financial reporting, and tax planning. 

Stephanie is married to husband Jorge for 15 years and has two daughters Ava and Kayla who keep them both very busy. Stephanie enjoys traveling, working out, and spending quality time with friends and family.