Director of Servicing
Stacey’s career in the financial industry is marked by her dedication to ensuring the families and individuals we serve receive an exceptional experience. As Director of Client Servicing, she is passionate about offering outstanding guidance and support during every step of your retirement journey. Her role involves implementing strategies to empower the team to maintain the highest levels of customer service and satisfaction. Her expertise is evident in every interaction, whether she’s meticulously processing essential documents, responding to inquiries, constructing personalized plans, or implementing retirement strategies. Stacey prides herself on creating an effortless, efficient, and transparent experience for those we serve.
With over a decade of experience in the financial industry, she has served as a financial advisor, onboarding specialist, and relationship manager. Her qualifications include passing the Series 6, 26, and 63 securities exams and holding Iowa life, accident, and health insurance licenses.
Beyond her professional achievements, Stacey’s adventurous spirit shines. She cherishes the memories of a trip to California with her then-81-year-old grandmother—an unforgettable experience that marked her grandmother’s first airplane ride and her first trip to the ocean. She also enjoys exploring new destinations with her husband, Jared, and their children, Brooklyn and Liam.