Stacy is passionate about helping people live in financial freedom. She believes that wealth is a tool to propel you further toward your life’s purpose. Stacy dedicates time to helping clients articulate where they want to go and what they desire to accomplish for their family. That high standard of care is threaded through all aspects of her practice. From first meeting to on-going planning and strategy, our team is dedicated to exceptional service. Stacy’s expertise is in Investment planning and Strategy. She helps families to create actionable plans to further align their wealth with their vision and values. Stacy’s clients span from Business Owners and Executives, to Women in Leadership. Her advice and process is centered around discovering and delivering on what is important you as a client. In 2022, Stacy and her team joined Green Wealth Management. She is acting Vice President of Wayzata Bay Private Wealth Management. Prior to that point, Stacy served as a Financial Advisor for nearly 8 years at the Wayzata Bay Group - Morgan Stanley. In her earlier career, she spent over 10 years in Client Service and Marketing in various role. Stacy is an active participant in the community. Stacy has been a member of NAWBO-MN since 2019 and currently serves on the Board of Directors since 2022. She is an an active member of The Wayzata Chamber since 2015. For the first 3 years, she was part of the Wavemakers committee, and presently serves on the Women-In-Business committee since 2019. Outside of business and community, Stacy enjoys spending time with her family. She is an active biker and enjoys travel, hiking, cooking and exploring Minnesota. She and her husband reside in Maple Grove with their cat Lottie.
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