How Stacie got here
It is not uncommon for professionals to try many things before landing where they belong. Stacie’s road to retirement plan services partner at PBMares included providing assurance services to real estate, professional services and manufacturing companies, auditing employee benefit plans, serving as the vice president of finance and administration for a not-for-profit organization, and being a senior financial manager for an international-publicly traded company.
With over 25 years in accounting and finance, each experience has equipped her with the unique knowledge and perspective to design retirement plans that meet or exceed her clients’ business goals. Stacie has been recognized by Virginia Business magazine as a “Super CPA” for her contributions to the profession.
How Stacie can help you
As an inherent problem solver, she is one of the best at continuously looking for ways to improve a process. Stacie champions quality and compliance standards and is not afraid to embrace change – and help her clients do so as well. Her clients appreciate her exceptional financial analysis skills and trust her advice when creating or modifying their retirement plans, since they know she always has their best interests at heart.
She also specializes in employee benefit plan audits, applying her plan administration and compliance knowledge to drive a smoother, more effective audit experience.
Focus Areas:
Audit & Assurance; Consulting; Plan Design and Administration; Employee Benefit Plan Audits
Industry Area:
Employee Benefit Plans
