Staci Nova

Staci is a highly professional and dedicated virtual assistant who joined the team in 2023. She is a proud graduate of the University of Alabama, where she earned a bachelor’s degree in Human Environmental Sciences with a concentration in Human Development and Family Studies. During her academic career, she was recognized for her achievements as a member of the Alpha Lambda Delta and Phi Eta Sigma national honor societies.

With over seven years of experience in customer service and administrative roles, including three years within the finance industry, Staci brings a well-rounded and in-depth understanding of client support. She is proficient in a wide range of custodian platforms, CRM systems, and other industry-specific software. She also has extensive experience navigating firm processes and enhancing operational efficiency by developing and implementing streamlined workflows.

Staci is committed to delivering exceptional service and takes pride in tailoring her support to meet the unique needs of each client. She values building strong, reliable partnerships and consistently strives to contribute to the success of the advisors she supports.

Staci currently resides in Colorado with her husband and their cat. Outside of work, she enjoys cooking, hiking, and spending quality time with her family.