Stacy Smith

My job:
I’m usually the first person you see when you walk through our doors. My job includes maintaining client records, interfacing between our financial advisor and the financial platforms and networks he uses to manage portfolios, and assist clients with questions, concerns, scheduling needs, and basic monetary transactions.

Education and experience:
I graduated Carroll College with a BA in Elementary Education and graduated National University with a master’s in education. I recently completed my notary public certification, which affords me more opportunities to serve a variety of our clients’ needs.

I use my background as a former special education teacher to maintain a high level of professionalism and confidentiality. I also bring my interpersonal skills and relationship development from time spent as a director of a private school to help meet clients’ needs and wants. One of the best parts of my job is bringing care and compassion to our current clients to help them feel welcome during each visit and to help new clients feel comfortable through the onboarding process.

About me:
In my free time, I enjoy every season Montana has to offer. I spend the winters skiing with my boys, hiking the trails with my dog in the spring and fall, and floating the Missouri river in the summer months. I try to live the belief that we work hard so that we can play hard.