Stephanie McElheny, CFP®, ChSNC®, EA
Director of Financial Planning
Dunston Financial Group would like to welcome Stephanie McElheny to the team! A Certified Financial Planner™ professional with more than seven years of industry experience, Stephanie is passionate about identifying opportunities and implementing comprehensive financial planning solutions for both individuals and businesses. As a Chartered Special Needs Consultant™ and an Enrolled Agent, Stephanie’s specific expertise includes special needs planning as well as individual and business taxation.
Prior to joining Dunston Financial Group, Stephanie was the Manager of Financial Planning, and an Assistant Vice President, at PNC Investments. She led a team of 13 professionals who provided financial planning services and solutions to more than 750 advisors across the country. Previously, Stephanie acted as both the Assistant Director of Financial Planning and a Registered Investment Advisor for Hefren-Tillotson, a mid-size wealth management firm. During her tenure with Hefren, Stephanie was responsible for reviewing and auditing financial plans for accuracy and completeness as well as acting as a lead content creator for the blog, newsletter, and radio spots.
A Pittsburgh native, Stephanie served as President and Symposium Chair of the Pittsburgh chapter of the Financial Planning Association (FPA), among other roles. She also spent time on the pro-bono committee, offering financial literacy education to seniors, veterans, and underprivileged families.
Outside of work, Stephanie enjoys spending time with her husband, Steve, and their dog, Myron. She is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater – the Pittsburgh Steelers, Penguins, and Pirates and the Penn State Nittany Lions.