With over 20 years of experience in the financial services industry, Stacey Gomez has depth of knowledge and expertise in all aspects of client relations. Prior to joining Planning Alternatives she was the Client Relationship Manager at Oakland Wealth Management, Inc. Stacey oversees the client service team and operational activities at Planning Alternatives.
Stacey has a Bachelors of Business Administration degree from the University of Michigan and is a member of the High Impact Financial Operations Network (HIFON), a national study group consisting of over 100 firms focusing on enhancing client experiences through high quality service and operational efficiencies.
What makes you good at your job?
My organizational skills, my ability to troubleshoot problems and my teaching skills
List three words that describe a successful journey:
Fun, Fulfilling, and Shared
Describe one thing you loved growing up:
Winter skiing at my grandfather’s ski lodge. It’s energizes me to spend quality time with family and friends.