With 20 years of industry experience, Stacie knows the value of putting clients first and helping to solve their problems in a timely manner. At Element Wealth, her responsibilities include marketing, client communications and technology management.
“By being knowledgeable of the business, I can help our clients more efficiently,” she says.
Stacie was a senior service assistant with Woodridge Capital Portfolio Management prior to the merger with Element Wealth. Before joining Woodridge, she was a client service assistant at UBS Financial Services, Inc. She started at J.C. Bradford in 1998 as a sales assistant.
Stacie enjoys interacting with clients through regular follow ups for account reviews and quarterly newsletters. But, for her, there is so much more to her role. “I most enjoy speaking with our clients, because I have been working with most of them for many years, and also providing great service to show I really care about what I do,” she says.