AIF®
Director of Portfolio Management
Email: stacie@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentAIF®
Director of Portfolio Management
Email: stacie@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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 is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163