Stacey FrankChief Compliance Officer, Vice President
Phone: 303-690-5070 Stacey Frank serves as the Chief Compliance Officer and Vice President for A & I Financial Services. She oversees marketing, client care, and compliance programs for the firm. Stacey earned a Master’s Degree at the University of Colorado at Boulder. She holds her FINRA Series 7, 24, and 66 licenses, as well as Life, Accident and Health licenses. She is long term care certified. She has also completed classes for the Certified Financial Planner ® designation. Stacey brings fifteen years of strategic marketing, business development, and communications experience to the team. Stacey is an active volunteer for several community organizations, serves as a member of the Denver Metro Chamber of Commerce. Her interests include skiing, hiking, and traveling. ![]()
|
||
|
9800 Mt. Pyramid Ct. #450 Phone: 303.690.5070 |

Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.