Jace Bricker

Jace Bricker works directly with clients to deliver comprehensive financial planning, investment management, and ongoing advisory support. He partners with the leadership team to ensure every client's strategy is executed with precision and care.

Jace understands that for most clients, the value of a financial advisor isn't in stock picks or market timing — it's in the coordination. Making sure the tax strategy aligns with the investment approach. Making sure the estate plan reflects the current family situation. Making sure the cashflow supports both today's lifestyle and tomorrow's goals.

His approach is grounded in listening first and recommending second. Every client's situation is different, and Jace takes the time to understand the full picture before building a plan. He works closely with the 12 Stones planning team and CIO to ensure that every recommendation is backed by rigorous analysis and aligned with the client's complete financial strategy.