Stacy Rupert Stacy Rupert

Administrative Assistant

Stacy Rupert is our Administrative Assistant and supports the office by greeting clients, preparing correspondence, client scheduling and preparing for client meetings. Stacy also works on marketing efforts and helps plan special client events. She enjoys being part of a team dedicated to serving our clients and ensuring they have a great experience. Read More

Stacy Rupert
Administrative Assistant

Stacy Rupert is our Administrative Assistant and supports the office by greeting clients, preparing correspondence, client scheduling, preparing for client meetings, along with other investment management services. Stacy also works on marketing efforts and helps plan special client events. She enjoys being part of a team dedicated to serving our clients and ensuring they have a great experience.

Before joining our Seaside team, Stacy worked alongside of her husband overseeing and growing their own small business based in Carlsbad.  Stacy has a passion for people and enjoys working with our clients and their families.

In her free time, she loves spending time with her husband, Brian, and two children, Mackenzie and Brison. She is enjoying relaxing weekends in the desert and adventure traveling with family.