Stacy Jones is a dedicated Client Relationship Manager with many years of experience in the financial planning industry. She obtained her Marketing & Management degree from FIDM in San Francisco, setting the foundation for her successful career. As a Client Relationship Manager, Stacy excels in building strong connections with clients, understanding their unique financial needs, and helps support their advisors to assist them with their financial goals.
In her free time, Stacy enjoys various hobbies that enrich her life. She spends quality time with her two cocker spaniels, Tucker and Millie and her vast collection of indoor plants. She loves hosting dinner parties where you could always count on playing a game of Skip-Bo or two. She also finds tranquility in kayaking in the abundant lakes of Shasta County where she and her husband call home.
When it comes to her professional approach, she believes the client really does come first. In an age where this motto is becoming a mere folklore, Stacy still stands firm that the client is the most important part of any business and should be treated as such. She delights in the client relationships she has established and strives to be proactive to assisting them with their administrative needs.