Steve Roberts

Carol C. Pankros

Carin Pankros Roman

Stacie Knotek Quigg

Judy Noelle

Cindy Kueter

Donna Albert

 

Stacie Knotek Quigg, CFP®
Financial Advisor

Stacie Knotek Quigg is a CFP® certificant. She joined the CCP, Inc. team in July of 2002 as a Paraplanner. She completed the five modules of the CFP® certification education program through the College of Financial Planning and passed the CFP Board's comprehensive certification exam in March 2005.

Stacie serves as an integral part of client teams and participates in various aspects of the financial planning process. She works with clients on the coordination of their goals and resources, investment recommendations & asset allocation, retirement planning, cash flow & budgeting, estate planning, college planning and insurance review through comprehensive financial plans and ongoing Portfolio Management Services. She is involved in research on various financial planning topics, develops client-planner relationships, prepares materials for client presentations and conducts prospective and ongoing client review meetings. Stacie is a participant of the CCP Investment Committee.

Stacie is a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA) and is currently a NAPFA Midwest Region Board member. In 2006 and 2007 Stacie and Carol served as the co-chairs for the NAPFA Midwest Basic Training Conference. Stacie and Carol were also responsible for the 2007 NAPFA National Basic Training Conference held in Chicago. Stacie is also a member of the Financial Planning Association (FPA).

Stacie was a case study presenter at the NAPFA Midwest Conference in 2002 during which CCP, Inc. analyzed and made recommendations for a hypothetical client situation and presented to fellow financial advisors. Additionally, Stacie has participated in preparation and presentations to corporate and non-profit organization on topics of investment allocation, portfolio management and financial planning.

Outside of financial planning, Stacie assists in the organization and implementation of the marketing strategy at CCP, Inc.

Stacie graduated from the University of Iowa with a Bachelor of Business Administration in Finance. Stacie, her husband and daughter currently reside in Lisle, Illinois.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.