Stacie helps all clients implement their investments through ongoing review of their asset allocation and research into the funds that will best for executing the client’s goals. In this role, she leads the portfolio management team in trading, investment research, portfolio creation, and investment applications.
As a member of Plancorp’s Investment Committee, Stacie believes that investments play a crucial role in the overall financial plan that we work with clients to build. She helps to communicate the firm’s investment philosophy through writing, internal education, and by participating in client meetings. Stacie brought her analytical and financial skills to Plancorp in 2011. She moved to St Louis from Fairfield, Iowa where she graduated cum laude with her BSBA in Finance.
When she’s not at the office, Stacie enjoys cooking, traveling, running, skiing and spending time with her husband, Patrick and dog, Nala.
Plancorp's top priority remains safeguarding the health of our clients and employees. During this time, we will continue a work-from-home policy to support our clients. If you have any questions, please reach out to your primary Plancorp contact or call (636) 532-7824. Read our updated COVID-19 response.