For Stacey, her life and career are about focusing on what truly matters—family, meaningful connections, and genuine care for others. Since joining the team as Director of Client Services in 2024, this philosophy has guided her work every day.
With a degree in Sociology from Southern Illinois University Edwardsville and a background that spans the health and fitness, mortgage, and financial industries, Stacey brings a deep understanding of people and relationships to her role. Today, she applies that experience to providing administrative and operational support to advisors and clients, ensuring every detail is handled with precision and care.
The best financial advice she ever received—“Live below your means with stuff so you can collect memories and experiences”—continues to shape her outlook as a proud mom of three. Outside of work, she enjoys walking, cycling, listening to audiobooks, porch sitting, gardening, traveling, and cheering on her kids, Milo, Mia, and Maris, at tennis matches.