With more than 20 years of experience supporting executives in industries including private equity and financial services, Stacey brings a steady demeanor, positivity and professionalism to her role as Senior Executive Assistant at CD Wealth Management.
From supporting CEO Ilona Friedman to delivering best-in-class service of all of CD Wealth’s clients, Stacey thrives on building trust, anticipating needs, and helping others succeed.
“I love being the person who makes someone’s day easier. When everything flows, when you find that rhythm — that’s the best part of this job.”
A Fort Worth native, Stacey began her career at GTE (now Verizon) before transitioning into executive support roles at Highlander Partners, Leon Capital and Stronghold Investment Management. Over the course of her career, she has learned that while industries change and markets shift, the true constants are people and relationships.
Weekends for Stacey often mean live music and family time with her husband, a musician who plays venues across North Texas, and her kids.
What drew Stacey to CD Wealth was what so many clients and team members also value most: the culture of stability, unity and client-first care. She approaches every day with the same philosophy: Things change, so stay positive, adapt and keep moving forward.