As the Director or Marketing, Stacy is responsible for developing and overseeing the marketing strategies for the firm, leading both internal and external initiatives. She plans and coordinates marketing efforts and events to build awareness of the firm’s brand both locally and across CPWM’s other offices. As part of the management team, Stacy collaborates to ensure our culture and growth align with the company vision.
Stacy also works closely with the Lead Advisors and Planners 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 a client experience that 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