Get It Now

Modernist theme

Netus et malesuada fames ac. Eget gravida cum sociis natoque penatibus et magnis.


Stacy Sizemore

Chief Compliance Officer

With over 20 years of experience in the financial industry, including 12 focused on compliance and audits, Stacy Sizemore serves as our Chief Compliance Officer, ensuring we are meeting every expectation of regulators. She has worked with broker-dealers, investment advisors, and institutional clients at the likes of Smith Barney, CitiGroup, and M Securities. Stacy is an Oregon native residing in the Portland area with her husband and teenage daughter. They are a self-described “avid basketball family.”

Education, Licenses, and Certifications

  • BS in Sociology with Journalism + Marketing focus, Oregon State University (Go Beavs!)
  • General Securities Representative (7), General Securities Sales Supervisor (9/10/), General Securities Principal (24), Investment Banking Representative (79), and is currently registered with the Uniform Investment Advisor (63 & 65)
  • Stacy is currently completing her Investment Advisor Certified Compliance Professional (IACCP)