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 over 22 years of experience in the financial and investment industry, Stacia offers her clients a comprehensive planning experience. Prior to joining Creative Planning, Stacia served as a Senior Regional Sales Specialist at an investment management company. She was involved in the communications of portfolio construction, investment management, and economic and investment outlooks.
Stacia earned a Bachelor of Science degree in Finance from Missouri State University–Springfield. She also earned a Master of Business Administration degree with a Finance and Management concentration from Rockhurst University.
Stacia and her husband Joe have two children – Caroline and Hayden. In their spare time they enjoy traveling, running, fishing, attending Kansas City Royals baseball games, and spending time with their family and friends.
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