RICP, Senior Financial Professional, Numerica Financial Services*
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Sometimes all you need to help reach your goals is someone to keep you on track. That’s where Stacey comes in. A fixture of the local financial industry since 1992, her success has been built on trust. She creates personalized road maps that keep her clients headed in the right direction.
Stacey credits her strong work ethic and sense of personal accountability to the years spent growing up on a Montana cattle ranch. Guiding clients — whether they’re just beginning their investment journey or nearing retirement — is about education and empowerment. She takes particular pride working with women who are single, widowed, or divorced, helping them thrive through financial literacy. She also enjoys working with multiple generations within families.
Of course, her favorite family time is spent with her husband and their two grown daughters. She loves giving back to her church and community or passing leisure hours painting or scrapbooking. Whenever she can swing it, she’s outside — hiking, running, or playing with Stella, her English bulldog.
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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