Staci is a seasoned financial professional with nearly three decades of experience in financial services industry with the last 20 years focused on financial planning and providing excellent client service. She is passionate about assisting advisors in educating their clients to help them make well informed decisions to maximize their potential to meet their financial goals.
She holds her Series 7 and 66 securities licenses as well as life, health & accident, and variable lines insurance licenses. She has obtained her Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning.
Staci grew up in St. Paul, MN and currently resides in Wyoming, MN. In her free time, she likes to travel to new destinations and spend time with her family and loved ones, especially her two granddaughters!