Stacy Phipps

Stacy has been working in the Financial Industry for over 20 years and brings many talents to the team. Prior to joining our group in 2021, she worked at Wells Fargo Advisors as an Assistant Operations Manager as well as a Client Associate. In addition to her operational responsibilities; Stacy has an extensive background in customer service. Her goal is to ensure that our clients experience the highest quality of service in each aspect of their needs and overall relationship with our firm.

In her spare time, she enjoys spending time with her son and her friends, and loves to be outdoors enjoying our beautiful Temecula Valley with her Black Lab Annie. She has one child and is a very proud Mom, as her son is a Marine who serves our country and joined the USMC in 2017. She is a lover of animals and volunteers from pet sitting to fostering cats and dogs to ensure a successful transition to a loving, happy home.