CERTIFIED FINANCIAL PLANNER ™, Chief Executive Officer
Staci believes that planning, not transactions, drive client’s results. Guiding people through the process of looking at everything as whole and then addressing gaps and opportunities with a team approach gives families peace of mind. I aim to be our client’s Advisor for life holding them accountable to their goals every step of the way.
Staci, a fourth generation native of Las Vegas who began her career in 1994 after seeing a clip about the 55 million Baby Boomers that were headed toward retirement, most with no plan in place to retire with dignity. She acquired her licenses, attended UNLV obtaining her CFP® certification in 2005. In 2007, she purchased the firm where she worked, rebranding it to Diamond Wealth Management. Her objective: Create a holistic team-centered, true wealth management offering.
Having primarily worked with business owners, she furthered that quest by becoming a Certified Exit Planning Advisor®. She attended Cannon Financial Institute acquiring the Certified Wealth Strategist® designation.
Staci stays active in financial service organizations, she’s previously served as president of the Financial Planning Association of So. Nevada, on the Advisory Council for First Allied Advisory Services and on several boards including the Exit Planning Institute in Chicago. She supports both Dress For Success and Hero School and the Rebel Athletic Foundation.
Staci is a former gymnast and loves the outdoors. She conquered the Rubicon trail in a modified jeep, loves to hike, bike and travel.
California Insurance Producer License Number #4008038.
GETTING TO KNOW STACI
- Best piece of financial advice received: Understand your personal definition of financial success.
- Favorite quote: You are either growing or dying.
- Favorite book: The Roaring 2000’s by Harry Dent
- What motivates you: Hitting Goals