Bryce P. Stacy

Service Advisor

Life and Health Insurance License

Education

BS Montana State University (Bozeman) in Business with an emphasis in Management

Joined

June 2022

3 years of prior financial service experience

Specialty

Financial Planning: Bryce focuses on assisting Wealth Managers in personalized business planning, retirement planning, small business legacy/exit strategies, and foundational planning to help clients pursue personal and financial goals.

Community Involvement

Varsity High School, Assistant Coach (football and wrestling)

Backcountry’s Hunters and Anglers Association, Member

Flathead Valley Wrestling Club, Board Member

Flathead Valley Search & Rescue, Volunteer

School District 5- Coaches Committee, Board Member

Get to Know Me

Bryce is a 6th-generation Montanan, born and raised in NW Montana. He is married to Jade Stacy with two girls Aspen (5) and Sloane (2) with an incoming surprise in January 2023. He is an avid outdoorsman who enjoys hunting, skiing, backcountry adventures, summers boating, and camping with family and friends. Bryce was interestingly a train engineer in his previous life. He also finds community involvement to be extremely important and is a passion of his.

Expertise

Written by: Bryce P. Stacy

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