Education:
Obtained Bachelor of Science Degree in Business Administration with a concentration in finance and banking from Dickinson State University
Family:
- Daughter – Danika
- Raised in Taylor, North Dakota
Services:
Since 2002, Stacy has been an integral part of the Ron Schmidt Investment Group team. As operations manager, she is involved in all facets of the business to ensure it is running smoothly. She is responsible for making sure client service, trades, & compliance are addressed in a timely manner. Stacy also helps clients in guiding them through the Medicare and Medicare supplements process, ensuring clients understand their options and helping them secure the coverage that best fits their needs. In addition, she works closely with clients’ accountants to ensure the highest level of service.
Throughout her 22-year career, Stacy has proven to be an indispensable resource to clients, offering steadfast support and financial insight. Her ability to connect personally with each client allows her to establish trust and enrich their unique financial journey.
Stacy's most cherished aspect of her role is the emotional connections she forms, which allow her to truly engage with and impact the lives of those she serves.
Professional Credentials:
- Series 7 and 63 Registrations held through LPL Financial
- Life & Annuity license
- Accident & Health Insurance license