Experience & Expertise

Staci Bondura serves as an Associate Director & Team Lead, bringing over 35 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. Most recently, Staci worked as a Private Client Banker specializing in Small Business Banking, focusing on the complex needs of small business owners. Over her professional career, Staci has held her FINRA Series 6 and 63 licenses, State Life and Health Insurance licenses, as well as Professional Designations for CLTC – Certified Long-Term Care and FPQP® – Financial Paraplanner Qualified Professional. 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 like learning about my clients and their families. What their interests are and learning about their experiences.”

My Philosophy On Client Service

“The clients are first! I try to be helpful to my clients and be someone they can depend on. I may not always know the answer to questions or how to complete what they need but I will work to figure it out.”