Financial Services

I recently made a pivot in my career, leaving a 12 year career in Human Resources to return to the financial industry as a Wealth Advisor. Having let my licenses go 10 years ago, I am trying to re-brand myself and build my credibility as a trust advisor. I am curious to learn from other women what has made them successful in branding themselves as financial experts.

I have spent 12 years dedicated to helping people find their passion, capitalize on their strengths and reach their goals. I have successfully helped people understand their behavior styles using the DISC methodology, prepared professionals to hold difficult conversations where the stakes were high and results needed to change. I can provide consulting and coaching regarding human behavior and career progression.

Stacie is passionately helping people live their best life! She is determined and results oriented, not afraid to speak up or challenge the conventional if it means that there is a chance to improve our experience and add value. She has established a reputation for working hard, having transparency and giving generously. Stacie is driven to build long term relationships and earn the respect of those I interact with. During her career she has been fortunate to leverage her natural talents, build outstanding relationships and embrace her curious spirit to learn & grow as an individual. She will say that her best day is when she can bring people and resources together to achieve greatness. She enters every interaction with the belief that she has an opportunity to learn something new.

In addition to her passion for people, she loves setting her creativity loose! The beauty is that this can be done anywhere, it doesn’t cost a thing and there are no limits! When the inspiration hits, seize the moment. Her favorite quote is “Life begins at the end of your comfort zone”, Neale Donald Walsch, this is a motto that she lives by. Stacie believes that if you don’t continue to invest in yourself and push yourself outside what you know, you are robbing yourself of life’s precious opportunities.