Stacia serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Stacia offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Stacia worked for an investment management company as a senior regional sales specialist.
Stacia earned her Bachelor of Science degree in finance from Missouri State University-Springfield. She also earned a Master of Business degree in finance from Rockhurst University.
Stacia and her husband, Joe, enjoy traveling, fitness, watching Kansas City Chiefs and Royals games, and spending time with their two children, Caroline and Hayden.
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