As the Director or Marketing, Stacy is responsible for developing and overseeing the marketing strategies for the firm, leading both internal and external marketing initiatives. She plans and coordinates marketing efforts and events to build awareness for the firm’s brand both locally and across CPWM’s other offices.
Stacy also collaborates with advisors to support the needs of our clients. Her knowledge of firm policy, procedures, and technology allows her to interface with clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service, while driving the firm’s initiatives and processes to ensure the client experience is second to none. Stacy holds the Series 65 license.
Stacy grew up in Seattle and graduated from the University of Washington with a bachelor of science in biology. She enjoys being active outdoors; baking; volunteering her time to help others; and cheering on the Huskies, Mariners and Seahawks.
“We’re just enthusiastic about what we do.”
– Steve Jobs