As a Portfolio Operations Specialist, Stacie assists in activities such as daily portfolio transactions, performance verification, and analysis. Prior to joining Ironwood Wealth Management, Stacie was a Financial Specialist for Merrill Lynch where she was able to help clients with their retirement plans. What drew her into finance always centered around helping others. She is always willing and able to put in the effort to provide an honest intelligent answer with a smile on her face. This drive for customer service, performing her fiduciary duty with pride, and building trust in those she comes in contact with makes her a valued team member at Ironwood Wealth Management.
Stacie is an Arizona Native. She loves Arizona so much she decided she wanted to return after graduating from the Utah State University with a BS in Finance. In her free time, you can find her out in the great outdoors. She loves rock climbing, camping and hiking.