Women & Wellness

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.

Tamer Elshourbagy is a vice president and senior portfolio manager for Tompkins
Financial Advisors. Tamer joined Tompkins in 2017 and is responsible for developing,
implementing, and managing investment strategies for individuals and institutional
clients. He works closely with an internal team of advisors and meets with clients
to promote, educate, design, and review investment portfolios that meet client
objectives. As a member of the investment committee, Tamer is responsible for
helping direct the investment strategy across Tompkins portfolio offerings.

Tamer brings more than two decades of investment experience in portfolio
management and fundamental investment research to his role. Prior to joining
Tompkins, he served as portfolio manager and head of research for John G. Ullman
& Associates with oversight of $1 billion in assets under management. Tamer also
spent over 10 years with Brandywine Global Investment Management as lead equity
analyst for the firm’s large cap value strategies with assets under management of $7
billion.

He currently serves on the board of directors for the Women’s Opportunity Center
and Tompkins County Youth Services.

Tamer earned his bachelor’s degree in Finance from the Pennsylvania State
University.

Tamer and his family reside in Ithaca, New York.

Description:

Men and Women alike are living longer, and this trend is expected to continue due to advances in modern medicine and an increased emphasis on taking care of ourselves. This is excellent news, right? We now can expect to live a longer, and hopefully fuller, life. The point that many people miss is that planning for income during those extra years in retirement must be considered. Now is the perfect time to evaluate your plans and make sure that you are putting enough aside to cover your expenses in retirement. Join us as we dive into this topic and provide valuable information to help you assess your current plans, or get started with a new plan.

Date:  

February 10, 2021 10:00 am | 30 minutes 

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