Experience & Expertise

Staci Bondura serves as an Associate Director & Team Lead, bringing over 38 years of financial services experience to the firm. Staci’s vast knowledge of banking operations, mortgage lending, insurance products, and brokerage services adds a new dimension of expertise to our team. Previously, Staci worked as a Private Client Banker, specializing in small business banking and focusing on the complex needs of small business owners. Throughout her professional career, Staci has held FINRA Series 6 and 63 licenses, as well as state life and health insurance licenses, and now presently holds the Financial Paraplanner Qualified Professional (FPQP®) professional designation. Her true passion lies in creating a second-to-none client experience and building relationships.

Get Better Acquainted With Staci

Favorite Thing About Working With Clients

“I enjoy getting to know my clients and their families and learning about their interests and experiences.”

My Philosophy On Client Service

“The clients come first! I strive to be helpful and someone they can depend on. While I may not always have an immediate answer to their questions, I will work diligently to get solutions.”