As a Senior Lead Advisor, Stacie specializes in the needs of affluent individuals, professionals, executives, closely held business owners and philanthropic organizations. Her background as an attorney and certifications as a CFP® professional and Chartered Advisor in Philanthropy® assist her in guiding clients through the complexities of financial and estate planning. She has a passion for working with clients to design financial solutions that reflect their personal values surrounding wealth and the legacy they desire to leave behind.
Stacie earned her B.A. in Political Science and Juris Doctor from the University of Nebraska, Lincoln. In addition, she is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy (CAP®) and Certified Kingdom Advisor (CKA®) designations. Stacie is active in several community and business organizations, including the Nebraska State Bar Association, the Omaha Estate Planning Council, the Society of Financial Service Professionals, the Omaha Chartered Advisors in Philanthropy Advisory Board (Board Chair 2022-2023) and the Methodist Hospital Professional Advisors Council. Previously, she has served on the Executive Leadership Team for the American Heart Association’s Go Red for Women Expo and as a Board member of FITGirl, Inc.
Even though both of my parents worked when I was growing up, they never missed one of my school activities or 4-hour dance recitals! They were always there to support me. They instilled in me the importance of family and setting priorities. I feel so blessed I have a career that allows me to do what I love and have ample time to spend with my family. My husband and I have been married for 22 years, and we have three wonderful children. Two are at home keeping us busy, and our daughter is a nurse who is married and has twins of her own! It is rarely dull around our house.
We are avid Nebraska fans and always look forward to football season. We enjoy traveling as a family and, maybe one day, will make it to watch our beloved Huskers in a championship bowl game! Our faith is important to us, and we are active in our church where my husband and I have both taken on leadership roles. When we are not all running off to different activities, we are trying to take up golf as a family. None of us is good enough to say we have an official handicap yet, but we will keep trying!
B.A. Political Science, University of Nebraska at Lincoln (Lincoln, Nebraska)
Juris Doctor, University of Nebraska College of Law (Lincoln, Nebraska)