Stephanie Schuller CPA in

Stephanie Schuller CPA

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VP, Chief Audit Executive at First Command Financial Services, Inc.
📍 Dallas-Fort Worth Metroplex, United States

Stephanie is the VP and Chief Audit Executive at First Command, leveraging over 25 years of experience in wealth management and financial services. A Texas A&M University graduate, she possesses deep expertise in enterprise risk, data architecture, and holds FINRA Series 24 and 65 certifications.

She is passionate about fostering growth and energy within her professional community. Her activities show a strong interest in mentoring young advisors, promoting financial literacy, and celebrating the authenticity of her colleagues. She finds helping advisors grow their business to be personally energizing.

She has a unique ability to synthesize complex data to influence strategic planning and mitigate enterprise-level risks.

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Experience
30 Years
Current Role
VP, Chief Audit Executive
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Stephanie cares about

Enterprise Risk Management
Her career has centered on creating and executing enterprise risk governance programs at companies like Blucora, Avantax, and now First Command.
Advisor Growth
She explicitly states, "Helping Advisors grow their business is what energizes me," and developed a practice management platform for advisors at a previous firm.
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Career

Work history

8-2025
VP, Chief Audit Executive
First Command Financial Services, Inc.
4-2021 - 7-2025
Executive Vice President of Wealth Management Advisor Experience & Strategy
Farpointe Wealth Partners, LLC
5-2020 - 4-2021
Vice President, Enterprise Risk Management & Audit
Blucora - Parent Company of Avantax
10-2011 - 5-2020
Head of Risk Management & Internal Audit
Avantax Wealth Management®
3-2001 - 9-2011
Head of HD Vest Risk Management & Internal Audit for Wells Fargo Non-Bank Subsidiary
Avantax Wealth Management®
In the press

Media appearances

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Education
Bachelor of Business Administration - BBA
Texas A&M University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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