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Stacy joined Mattioli Woods in 2023 as a Wealth Management Consultant. Prior to this, she spent over 15 years accumulating considerable experience in the financial services industry. She works with clients to gain a deep understanding of their objectives along with what makes them important, then uses this information to build a tailored financial plan designed to meet their objectives.
She works with a range of clients, including business owners, professionals and retired individuals. Alongside her client work, she is currently working towards achieving Chartered status.
Outside of work, Stacy is happily married with three young children. She enjoys running, hill walking and taking on challenges to raise money for local charities.
