Stephanie L. Willison
CFP®, CPA/PFS, AIF®
Planning Strategist / Member Owner
“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis
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Education &
Affiliations &
Stephanie Willison serves as a planning strategist in Savant’s Indianapolis office. As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Accredited Investment Fiduciary® (AIF®), she helps individuals and families navigate many aspects of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding. Stephanie also holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).
With more than two decades in the financial services industry, Stephanie co-founded WealthPoint Advisors, LLC, before becoming a principal at Treybourne Wealth Planners in 2010. She joined Savant when Treybourne merged with the firm in 2021. Earlier in her career, she worked as an auditor.
Stephanie is a member of the AICPA and earned a bachelor’s degree in accounting from the University of Indianapolis. In 2025, she earned recognition from Digital Reference as one of the best financial advisors in Indianapolis1.
Active in her community, she belongs to St. Barnabas and lives on the south side of Indianapolis with her husband, Scott, and their sons, Sean and Steven. When not in the office, she enjoys spending time with her friends and family, going on walks, watching Broadway musicals, and taking photos.
Education &
Designations
- University of Indianapolis
Bachelor’s in Accounting - CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary® (AIF®)
- Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- St. Barnabas – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1The Best Financial Advisors in Indianapolis: This rating was published in November 2025. The candidates for the award were evaluated on a combination of factors that reflect both professional excellence and community engagement. The process involved research into their certifications, licenses, and years of experience. Their achievements and recognition were also considered, including notable career milestones, industry awards, and measurable impact on clients. In addition, emphasis was placed on local presence, confirming that each advisor is actively serving the Indianapolis community. Finally, evaluators highlighted unique approaches by identifying professionals who bring distinctive philosophies or innovative strategies to their practice. Savant did not pay a fee to participate in this ranking.