Chief Compliance Officer, Vice President
Behavior Financial Advisor™
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Stacey works alongside women business owners like you to organize and simplify finances, maximize the value of your business, and give you more time.
Stacey Frank serves as the Chief Compliance Officer and Vice President for A&I Financial Services. Stacey helps business owners, particularly women, grow their business and plan for the future. She also helps families create and implement long-term care plans.
She brings insights to the firm from her prior career experience as the marketing director for a high-growth government outsourcing and consulting firm in Denver, Policy Studies Inc. Stacey brings over a decade of financial services experience and more than 20 years of strategic marketing, business management, and communications experience to the team.
Stacey earned a Bachelor’s Degree and 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 a Colorado Partnership trained long-term care insurance planner. She earned the Behavior Financial Advisor™ designation through the Kaplan Behavior Financial Advice Program.
Stacey is a Colorado native who lives in Greenwood Village with her husband and two teenage children. She is active in the Denver non-profit community as a Board member and Social Venture Partner volunteer. Outside of the office, you can find her on the ski slopes, hiking, and traveling with her family, and tending to her koi pond and flower gardens.