Vice President - Wealth Manager
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Stacey Frank, Wealth Manager, is a second-generation owner and Vice President of A & I Financial Services, a financial planning and investment advisory firm that has helped individuals, families and businesses grow and protect their wealth since 1986.
A Focus on Women’s Wealth and Wellness
Whether you are a business owner or a busy professional, an inheritor or suddenly single, I will devote myself to your financial success and goals. My clients are independent women who are looking for a financial partner.
As an “insider” in the financial services industry, I unlock the mystery of financial planning and debunk money myths, creating more time and money for what you value. I create a space of confidence, inspiration, and safety for my clients.
Many of my clients are undergoing a major life transition. Whether you are selling your business, changing careers, or are going through a change in your family situation, you don’t need to go it alone. I will serve as your advocate and partner.
Over the last 15 years, I’ve seen a gap for women investors. As women, we have unique needs that are largely underserved by the financial community. In 2020, I founded a new division in the firm to meet this need and focus exclusively on women's wealth and wellness.
It’s time to demystify the investment process and focus on the simple truths that matter.
“It brings me joy to help women integrate their personal and financial goals, creating whole life living. I love helping women get clarity about their finances and feel confident.”
What is it like to work together?
Here are examples of financial planning questions I can help answer:
• How do I send my kids to college without jeopardizing my retirement?
• Am I saving and investing the right amount?
• Should I change jobs?
• How can I maximize my career earnings and the value of my business?
• How soon can I retire?
• I’m recently divorced or widowed; do I have enough money?
• What if I need long-term care or need to care for my parents?
Meetings that Move the Dial.
Using an experiential process, I guide you through:
• Conversations to understand your relationship with money
• Activities to identify values
• Setting financial goals based on your values
• Creating an investment plan that aligns with your goals
• Drafting a personal or family mission statement
• Organizing and simplifying your finances
I believe in a “whole person” approach to advice. As my client, I can connect you to resources cultivated in my expert team, such as:
• Coaching for female inheritors and emerging family leaders
• Estate planning and tax planning
• Career coaching
• Educational, wellness, and fitness resources
• Business owner working group
Background and Education
Stacey earned a Bachelor’s Degree and Master’s Degree in English at the University of Colorado at Boulder. She uses her liberal arts background to translate the language of finance and business to clients.
In her first career, she worked as the marketing director for Policy Studies, Inc., a Denver-based government outsourcing firm. Over her eight-year tenure, the company grew from 300 to over 2000 employees across multiple states.
She became a business owner in 2005 and pursued her financial education with Kaplan. 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 serves as the firm’s Chief Compliance Officer. She earned the Behavior Financial Advisor™ designation through the Kaplan Behavior Financial Advice Program.
Outside the Office
Stacey lives in Greenwood Village with her husband and two teenage children. A Colorado native, she grew up going to the mountains every weekend. Outside the office, you can find her on the ski slopes, hiking, and walking her dogs. In the summer, she enjoys tending to her koi pond and garden. She’s actively involved in several non-profits in Denver as a Board member and Social Venture Partner volunteer.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.