Meet Stephanie

Stephanie Trotter founded Trotter Advisory Group to help organizations turn financial data into meaningful insights and informed decisions. With more than 20 years of executive finance leadership experience, she helps nonprofit leaders, boards, and executive teams strengthen operations, navigate complexity, and achieve lasting impact. Stephanie believes the best financial reporting doesn't just measure performance—it tells a story.

What Sets Us Apart

People-First Approach

We believe strong financial partnerships begin with understanding people, not just numbers. We take the time to learn your mission, goals, and challenges so we can provide solutions tailored to your organization’s unique needs.

Long-Term Relationships

Our goal is to become a trusted advisor, not just a service provider. We build lasting relationships grounded in trust, transparency, and a shared commitment to your organization’s success.

Proven Process, Flexible Execution

Our experience is backed by proven financial practices and strategic processes, while our approach remains flexible enough to adapt to your organization’s size, goals, and evolving needs.