Nearly 170 years of putting customers first.
Stacy is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. For more than 25 years at FNBO Wealth, Stacy has specialized in managing the complex financial needs of affluent individuals and families, providing tailored investment strategies and delivering exceptional client service.
Prior to serving as a Private Wealth Advisor, Stacy served as Director of the Investment Management team, overseeing the Client Portfolio Management Team. He's seasoned in managing the investment portfolios for high net worth clients, institutions, foundations and endowments, along with providing assistance to companies in selecting mutual funds for their retirement plans.
CREDENTIALS
Stacy earned his Bachelor degree in Finance and Economics and Master in Finance from the University of Nebraska at Lincoln. He's a Chartered Financial Analyst and active member of the CFA Institute and CFA Society of Nebraska.
Stacy serves on the organization's Asset Allocation and Alternative Investment Committees.
PASSIONS
Stacy believes Omaha is a community of caring people that have a real focus on giving back to those in need. He does his part by serving on the board of Trustees for the Blood Cancer United Lower Plains region, Marian High School Endowment and Omaha Catholic Cemeteries. He also stays involved in his church, St. Vincent DePaul and the Rotary Club of Omaha West.
Stacy also enjoys playing golf and traveling with his family. He hopes to one day travel to Scotland and play a round of golf at St. Andrew's Old Course.
Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
INVESTMENT PRODUCTS ARE:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.
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© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.
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Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
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