As part of a client service team, Stacy works closely with Stoker Ostler clients to help address their financial planning needs. In addition to helping clients define their financial goals, Stacy conducts research and analyses, and collaborates with other members of Stoker Ostler’s client service team to provide recommendations regarding insurance, tax and estate planning. She is focused on delivering a positive client experience with each of her clients. Stacy joined Stoker Ostler in 2015.
Stacy is a CERTIFIED FINANCIAL PLANNERTM professional. She received her Master of Science degree in Personal Financial Planning from Kansas State University, and has a Bachelor of Social Work degree from Arizona State University. Stacy’s previous experience includes Branch Management with BMO Harris Bank for nine years as well as being a Financial Advisor with AXA Advisors and Chase Bank. Her diverse background demonstrates her ability to apply her leadership and analytical skills to help provide solutions for her clients.
Stacy enjoys spending time with her family, which includes her husband, two children and four dogs. She also enjoys running, swimming and biking.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.