Team Member Details
About Me
Stacy joined the Plancorp team in July 2023 as a Client Service Consultant. She has worked in administrative and managerial roles at a variety of firms in the financial industry throughout her career, and is passionate about serving her clients well.
Stacy strives to get to know each client on a personal level and deeply understand their interests, so that she can serve them in the best way possible and always keep their interests and goals first.
As a mom of three kids and two dogs, her free time is limited, but she makes the most of it! She stays busy with her children’s sports commitments and schedules during the school year, and enjoys camping and taking family vacations during the summer.
Education
- Associates Degree, Business Management
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Take Our Free AnalysisRecommended Resources
- Finding Her Voice in Finance: Farah Alam on Confidence, Curiosity, and Carving Space in a Male‑Dominated Industry
- Avoid Tax Surprises: Why High Earners Need Proactive Planning for Bonuses and Equity Compensation
- Financial Planning for High-Net-Worth Divorces: A Practical Guide to Protecting Your Wealth and Your Future
- The Hidden Risks of a Single Stock Concentration—and How to Diversify Wisely
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