Stacy Haaland

Stacy Haaland, Relationship Manager in Operations for Upper Midwest Practice, is responsible for managing and coordinating the delivery of services to clients. Stacy works closely with plan sponsors, recordkeepers, TPAs, investment companies and other industry professionals in her role. Stacy assists clients and team by scheduling plan sponsor and participant meetings, drafting reports, preparing paperwork, and applying an eye for detail to ensure clients experience clear communications and excellent service.

Stacy brings more than 30 years of valuable experience in office administration and sales within the financial services industry.