Stacy Lindberg is responsible for planning, directing and coordinating the activities of daily operations at the United Capital office in Northern Shenandoah Valley. Her responsibilities include oversight and revenue potential, revenue tracking, monthly P&L, budget, compliance and HR. She is also highly skilled in systems oversight of Salesforce, Envestnet and various custodian implementation, with an adherence to accuracy.
Stacy graduated with honors from Shepherd University and holds a BS in Political Science. She also holds an MA from Marshall University. Stacy brings with her over 20 years of experience in the financial service industry, nine with HFI Wealth Management (now United Capital) and 14 years owning and operating a mortgage company.
She enjoys tennis, hiking and gardening. Stacy lives in Kearneysville, West Virginia, with her husband and two children.