RICP, Senior Financial Advisor, CUSO Financial Services LP* at Numerica Credit Union
Sometimes all you need to 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.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.