Becoming financially independent is a goal for many of us, and although this is challenging, it’s certainly not impossible. The trick is to work smarter not harder. In this month’s roundtable discussion, we will dive into the topic of building wealth. As we bring the world of art and science together, you are sure to walk away with some tips that will help you achieve your financial goals.
VP, Wealth Advisor
Stacie is a wealth advisor for Tompkins Financial Advisors. She is responsible for building new client relationships and identifying the appropriate investment strategies to work towards their specific needs. She works closely with a team of experts to deliver solutions that enable her clients to achieve their financial goals. Stacie is determined and results oriented, delivering a personalized experience to each and every client.
During her career, she has been fortunate to leverage her natural talents, build
outstanding relationships, and embrace her curious spirit to learn and grow as
an individual. She says her best day is when she can bring people and resources together to achieve greatness. She enters every interaction with the belief that she has an opportunity to learn something new.
Stacie brings more than 20 years of experience to Tompkins Financial Advisors. Prior to joining the advisor team, she was a human resources manager with Tompkins. Before that, she was a branch manager, licensed advisor for investment & insurance products & small business banking officer for M&T Bank.
Stacie holds a Bachelor’s Degree in Human Services from Post University and is
a Certified Senior Human Resources Professional with the Society for Human
Resource Management (SHRM). She is active in her local community as chair for Lansing Youth Services, a member of the Ithaca Women’s Business Network, and remains active with the SHRMTC. She resides in Lansing with her family.
Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.