As a Client Services Manager, Stacy leads the firm’s Client Experience Team, which works closely with individuals and families to fulfill client requests and execute day-to-day operational functions, including coordinating with Schwab to execute complex client transactions. As a Certified Financial PlannerTM professional, she advises clients and plays an integral role in delivering customized family office services. As a member of the firm’s Leadership Team, her colleagues value her attention to detail and ability to quickly provide thoughtful solutions for both clients and teams, valuable in helping deliver a consistent client experience. Stacy is also a member of the firm’s Compliance Team and Financial Planning Committee.
“Being an advocate means working alongside clients to build trust, instill confidence, and help them achieve their goals. Our creative advocacy approach brings solutions to the table for our clients.”
Stacy joined JNBA in 2010 as an intern and has a bachelor’s degree in finance, investments, and banking from the University of Wisconsin-Madison. She is a member of the Financial Planning Association of Minnesota.
When not at work, Stacy enjoys traveling and is always planning her next worldly adventure.