With over 25 years of experience at RBC Wealth Management, Stacy brings deep experience and steady guidance to clients and their families. She works to strategically plan for financial goals while navigating life’s most significant transitions. She has extensive experience in helping clients understand the financial implications of retirement, loss of a family member and divorce. She works closely with clients and their team of financial advisors, including attorneys and accountants, to strive to provide clarity, organization and reassurance when needed. Following a disciplined planning and investment process, her goal is to help simplify clients’ financial lives so they can spend time doing what they enjoy most.
She has her Certified Plan Fiduciary Advisor professional designation, which demonstrates an advisor’s knowledge and commitment to working with retirement plans. Stacy also has her Certified Divorce Financial Analyst® designation for financial specialists who specialize in the financial aspects of divorce, helping clients navigate asset division, support arrangements and tax implications. In 2004, she received an Award of Excellence from RBC Wealth Management for her exemplary customer service.
Stacy graduated with a Bachelor of Science degree from Kansas State University. Prior to joining RBC Wealth Management, she was employed at George K. Baum & Company, a municipal bond house. She was also a dancer performing with a ballet company in Kansas. Stacy is a founding member and past board member of the Arvada Ceramic Arts Guild. She enjoys spending time with her daughter, Simone, her labradoodle, Birdie, traveling and enjoying all the local restaurants and outdoor activities Colorado has to offer.
