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Financial Planning for Young Professionals

Jul 12, 2022 12:15 PM in Central Time (US and Canada)

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Speakers

Stacie Brass, AIF, CPC
Partner, Investment Advisor Representative @Accel Wealth Management
Stacie L. Brass is Managing Director and an Investment Advisor. Her responsibilities include driving organizational success through the development and implementation of strategic plans. With more than 25 years of industry experience, Stacie is an accredited Investment Fiduciary and Certified Pension Consultant driven by her passion to analyze 401(k) plan designs, evaluate investment menus, and strategize effective ways to communicate plan information with employees. Stacie earned a Bachelor of Arts from the University of Northern Iowa and has AIF® and CPC designations. She is past-president of the National Association of Insurance and Financial Advisors – Cedar Valley, an alumna of Leadership Investment for Tomorrow, a former board member of Junior Achievement, and past chair of the Community Foundation of Northeast Iowa. Stacie and her husband, Steve, have three children (Alyssa, Nick, and Lindsey). In her spare time, she golfs, boats, and spends time with her family.
Julie Sawyer
Account Manager @Accel Wealth Management
Julie Sawyer is the Senior Account Manager. With over 17 years of Financial Industry experience and Series 7 & 66 licensing, she is a dedicated client contact and advocate for Accel Wealth Management. By working with advisors to increase client 401(k) participation, Julie serves as a liaison between the retirement plan vendor and the overall company’s corporate initiative. Julie's passion and purpose for this business is to educate people, and help them make sound decisions for the future. When not working with financial advisors, Julie enjoys being active with her fiancé and three grown children through outdoor activities such as boating, fishing, or even golfing.