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
What's My Plan Missing?
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free Analysis
Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
