
Stacie Mahler
Client Service Associate
Credentials & Achievements
Financial Paraplanner Qualified Professional™
“We make a living by what we get, but we make a life by what we give.” -Winston Churchill
Stacie demonstrates integrity, team spirit, and heart of service in all aspects of her life. As a Client Service Associate, she plays an integral role on our team and assists our advisors with meetings preparation and follows up with clients after their annual meetings. In the fall of 2024, she earned her Financial Paraplanner Qualified Professional™ designation.
So grateful to MarsJewett for supporting me in this FPQP® designation. It was very fun to expand my knowledge base, providing me with a more complete understanding of all that the Advisors do to help better serve our clients, in achieving their financial goals! Such a pleasure and a blessing to me, to be a part of a team, that cares deeply for its clients.“
Her favorite part about working with the MarsJewett team is helping our clients create a better future for themselves and their families. She cares about making a difference in our clients lives by treating them well, listening to their needs, and understanding how to serve with the highest excellence. For her it’s not just a job, she values the relationships built with each client.
Outside of work, Stacie loves spending time with her family first and foremost. She also can be found volunteering as a Chaplain with her local fire district and serving with her husband in his role as a Director, with their church, that provides support, food, financial classes and literacy programs for kids and their families in need.