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.