Client Services Manager
Stacey was born and raised in Monmouth County, NJ and resides in Hazlet with her husband and two children. After attending Mater Dei Prep High School in Middletown, she went on to earn a BA from Monmouth University in West Long Branch. Prior to joining the team Stacey was the post-closing coordinator in the mortgage area at First Interstate Financial. Stacey has been with the office since 2006. Her primary responsibilities include financial planning operations consisting of new account openings and brokerage and annuity account maintenance and service issues. Stacey also manages the office tax preparation software, client document handling systems, and communications.