Stacey Curtis

Stacey Curtis is currently a Licensing Specialist at Financial Services Inc. Prior to that, they worked as a Vice President, Business Development Officer - Retirement Plans & Asset Services at BOK Financial from October 2019 to March 2022. Before that, they served as Vice President, Relationship Manager - Retirement Plans & Asset Services at BOK Financial from August 2015 to October 2019.

At BOK Financial, Stacey was responsible for providing Retirement Plan Services, Asset Services and Corporate Trust Services to Institutional clients. Her work involved advising Institutional clients on strategies for investing, growing and protecting their assets while meeting their stewardship, governance or fiduciary responsibilities.

Stacey is dedicated to building relationships and administrating retirement plans, such as 401(k) and pension plans. Stacey closely interacts with plan sponsors, plan participants, auditors, attorneys, investment managers, and consultants regarding retirement plan administration, including investments, fees, products and services.

Stacey Curtis has a Bachelor of Science in Corporate Finance from the University of Arkansas and a certification from the American Bankers Association in CTFA - Certified Trust and Financial Advisor.

Stacey Curtis reports to Danny Haire, President & CEO. They are on a team with Rusty Link - IT Specialist, Frank Bell - VP of Sales, and Tammie Reed - Marketing Director.