Stacie M. Skryz, MSF, CFP®
Phone: (508) 695-6229
Fax: (508) 695-6228
E-mail: stacie@vmlechner.com
Stacie began her career in the Financial Services industry in 2005 working as a Client Services intern for Putnam Investments while studying at the University of Massachusetts at Dartmouth. Upon graduating in 2006 with a Bachelor of Science degree in Finance, she accepted a full-time position and continued helping clients with their investment account inquiries and financial requests. She worked in various client operational roles at Putnam for the next eight years.
In 2012, she enrolled in Graduate School at Suffolk University and received her Master’s degree in Finance in 2013. It is there where she furthered her knowledge base of Investments and solidified her interest in Wealth Management with a specialized focus on Retirement Planning.
Stacie joined Lechner Associates in July of 2014 as an Associate Advisor working alongside Victoria M. Lechner, MS, CFP®, the firm’s founder, and she became the Sole Owner of the firm on January 1, 2020. From day one, Stacie has been involved in all aspects of the financial planning process, including gathering client data, creating new accounts, helping clients prioritize their investment and retirement goals, crafting investment policy statements and client engagement agreements, working with the Investment Custodians to ensure account accuracy for client’s requests and preparing and delivering financial plans. She received her Certificate in Financial Planning from Boston University in May of 2016 and her Certified Financial Planner™ certification in March 2017.
Stacie is active in the community serving on the Board of Managers at the Hockomock Area YMCA. Stacie currently resides in Attleboro with her husband, Mike and their two children.
Jeanne Provost
Office Administrator
Phone: (508) 695-6229
Fax: (508) 695-6228
E-mail: admin@vmlechner.com
Warmly greeting you in person when you walk in the door or answering your telephone call, Jeanne is ready to assist you.
She manages the office, assists with forms and client paperwork, and records transactions on behalf of our clients. She is a key liaison between clients and the advisor and plays an integral role in making sure the business operates smoothly and efficiently.
Jeanne previously worked for Gruppioni & Pelissier, LLC and brings with her over 40 years in administrative and office experience in the financial industry.
When she’s not in the office, you can find Jeanne chauffeuring her grandchildren around from school to sporting events to other fun activities. She enjoys interior decorating, the beach, gardening and spending time with family and friends. Jeanne resides in Attleboro with her husband.
Victoria M. Lechner, MS, CFP®
Victoria founded Lechner Associates in 1997 after deciding to go Independent and leaving the broker-dealer world that she had been working in since 1990. She retired from Lechner Associates as of December 31, 2019 and will be missed by all. She loves to garden and travel, and she is looking forward to spending more time with her husband, Mike.
