Director of CLIENT Servicing
Stacey’s career in the financial industry reflects her dedication to helping the families and individuals we serve experience a thoughtful and seamless process. As Director of Client Servicing, she provides leadership and direction to the Client Servicing team, guiding daily operations and setting the standard for the level of care and support they deliver throughout each step of the retirement journey.
In her role, Stacey develops and implements processes designed to equip her team to operate efficiently and provide a consistent, high level of service. She works closely with the team behind the scenes—overseeing document processing, responding to inquiries, coordinating personalized planning details, and supporting the implementation of retirement strategies. Stacey takes pride in fostering an organized, efficient, and transparent experience for the families and individuals we serve.
With over a decade of experience in the financial industry, she has served as a financial advisor, onboarding specialist, and relationship manager. She has passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. She holds life and health insurance licenses.
She has also passed the Series 26 and 63 FINRA examinations.
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.