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Stacie Brass, AIF®, CPC

Stacie Brass, AIF®, CPC

Partner, Investment Advisor Representative

Stacie L. Brass is Managing Director and an Investment Advisor. Her responsibilities include driving organizational success through the development and implementation of strategic plans. With more than 25 years of industry experience, Stacie is an accredited Investment Fiduciary and Certified Pension Consultant driven by her passion to analyze 401(k) plan designs, evaluate investment menus, and strategize effective ways to communicate plan information with employees. Stacie earned a Bachelor of Arts from the University of Northern Iowa and has AIF® and CPC designations. She is past-president of the National Association of Insurance and Financial Advisors – Cedar Valley, an alumna of Leadership Investment for Tomorrow, a former board member of Junior Achievement, and past chair of the Community Foundation of Northeast Iowa. Stacie and her husband, Steve, have three children (Alyssa, Nick, and Lindsey). In her spare time, she golfs, boats, and spends time with her family.