Staci Cauffman

Staci Cauffman serves as Director of Technology and Innovation at Optima Wealth Management, where she oversees compliance monitoring, IT supervision, and operational processes to ensure efficiency and regulatory integrity across the firm. With prior experience as a landman in the oil and gas industry and as a flight attendant, Staci brings adaptability, precision, and a client‑focused perspective to the financial sector.

Having passed the Securities Industry Essentials (SIE) exam and currently preparing for the Series 7, Staci is committed to advancing her expertise in financial services. She has developed a strong passion for the intersection of finance and technology, with a focus on leveraging innovation to support the firm’s growth and enhance client outcomes.