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Stacy Luna

Director of Operations

Stacy graduated from Saint Mary College in Leavenworth, KS in 1995 where she received her Bachelor of Science degree. She earned her professional designation CFS (Certified Fund Specialist) in 2004 through The Institutes of Business and Finance. She has been an employee of Steffes Financial. since 1997. She is responsible for entering and confirming all daily trades, processing all new accounts and transfers, payroll, downloading and maintaining the financial client database, all changes needed for clients accounts (beneficiary, monthly automatic deposits/withdrawals, etc). She also handles client inquiries and sets client appointments.

Stacy grew up in Kansas City, Kansas and is now living in Edwardsville, KS where her family has 32 acres of land. Stacy and her husband, Joe, were married in 1995 and have two children, Haley and Haden. She enjoys spending time with her family . She also enjoys reading in her spare time and riding the three horses they have on their family farm.

Stacy Luna, Head of Operations at Steffes Financial