Staci is a fully registered/licensed Investment Adviser Representative that leverages her many years of industry experience and knowledge to strive to provide client service excellence. She greatly enjoys building trusted relationships with clients. Her career in financial services began in 1997 in back-office operations. She quickly became fascinated with the industry, sparking her desire to attend school to further her financial education while continuing to work full-time. She discovered her real passion is working directly with clients as the advisors help their clients make informed financial decisions.
Staci currently holds her Series 7 and 66 securities registrations, Life, Health & Accident, and Variable line insurance licenses as well as earning her Financial Paraplanner Qualified Professional TM, FPQP TM designation from the College for Financial Planning.
Staci was born and raised in St. Paul, MN, and currently resides in Wyoming, MN with her husband. They have two adult sons and one of her greatest joys in life is being a grandmother!