05/28/2026
We're excited to welcome Stacy Strabbing to our team as a Client Service Associate. Stacy brings a natural passion for helping families and business owners navigate the complexities of multigenerational planning, ensuring their vision, values, and legacy carry forward with intention. Her heart for serving others aligns perfectly with our commitment to serving families across generations. She understands that meaningful financial planning goes beyond numbers – it's about creating confidence, clarity, and lasting impact for the people who matter most.
As we continue to grow, bringing Stacy on board strengthens our ability to serve our clients more deeply and intentionally. Our multigenerational planning approach is centered on relationships, legacy, and long-term wellbeing, and Stacy enhances that mission with dedication and care.
We're excited for the expanded capabilities she brings to our practice and look forward to continuing to deliver the thoughtful, family-centered service our clients have come to expect.