Stacy partners closely with Senior Advisors assisting with and guiding financial plan development for JNBA clients. As a leading member of the Financial Planning Committee, she is responsible for implementing financial planning initiatives across the firm. She also executes day-to-day operational items and client requests to support Advisory Teams including coordination with the TD Ameritrade service group and working with the Client Service Team to execute complex client requests. Her dedication to JNBA clients, their success, and the experience they have with the firm is an asset to clients and colleagues alike.
Her professional highlights include:
- Graduated from the University of Wisconsin Madison with a degree in finance, investment and banking; legal studies
- Certified Financial Planner™ (CFP®)
- Member of the Financial Planning Association of Minnesota
When she is not at work, Stacy loves to travel…every spare possible moment! She took her first trip to Italy in 2013 and developed a severe case of wanderlust. She is absolutely addicted to the many incredible things to see and people to meet in this world.
Favorite quote: “Be kind. Work hard. Stay humble. Smile often. Keep honest. Stay loyal. Travel when possible. Never stop learning. Be thankful always. And love.”