If you’ve ever felt nervous about “the money talk,” Stacey is exactly the person you want in your corner. Almost 30 years in financial planning has taught her that the best advice means nothing if people don’t feel heard first, so she leads with genuine care, always.
As Leader of Client Services, Stacey sets the tone for the whole team: friendly, down-to-earth, and completely allergic to jargon. She has a gift for making members and advisers alike feel properly supported, building real relationships rather than just ticking boxes, and turning what can feel like an intimidating process into something simple and approachable. Ask around and you’ll hear the same thing – Stacey is reliable, detail-focused, and always willing to go the extra mile for the people she works with.
Outside the office, you’ll usually find Stacey camping with family and friends, or simply soaking up time with the people she loves. That same warmth, positivity and genuine care that colleagues and clients experience at work is just as much a part of who she is at home.
