Stacey is a Private Wealth Financial Advisor with more than 25 years of experience in financial services. She joined the industry after witnessing firsthand how unforeseen events can knock a family off course financially for generations. From a young age, her father instilled in her the value of a hard work ethic and proper planning.

She carries that legacy into her current responsibility of overseeing the management of complex wealth for ultra-high-net-worth individuals and families. She enjoys cultivating ongoing relationships with clients to help ensure their wealth plans align with their values for generations. 

Stacey is committed to ongoing education and professional development. She holds undergraduate degrees in accounting from Rasmussen University, anthropology and English from North Dakota State University, and a master’s degree in management from the University of Mary. She holds the following designations: CERTIFIED FINANCIAL PLANNER ®, Certified Trust and Fiduciary Advisor (CTFA), and Chartered SRI Counselor (CSRIC).

Stacey is past chair of the trustees for the North Dakota State University Foundation and vice chair for the Great Plains Food Bank. She 
has served in multiple leadership roles with the Red River Valley Estate Planning Council. She also serves on the Cass County Electric Board of Directors. She has been on Rotary mission trips to Guatemala and Bolivia and was formerly a gymnastics official through the ND High School Activities Association. 

Stacey and her husband, Todd, have three children: Hunter, Alena, and Jackson and one granddaughter, Nayvie. She enjoys spending free time in the outdoors with her family and is a voracious reader.