Jaycie Stone

Director of Operations

Boise, ID

Department: Internal Operations

Experience: Business administration since 2019

Education: Bachelor’s in Business Administration from Boise State University

Jaycie brings several years of accounting and bookkeeping to the Modern Wealth team. She based out of the Boise, Idaho office and arrived at Modern Wealth in October 2024 following the acquisition of Petso Financial Consultants, LLC.

Her background includes administrative management, payroll/HR, bookkeeping, compliance/auditing, updating policies and procedures, fee billing/rebates, handling special projects, and assisting advisors with any requests.

After graduating from Boise State in 2019, she started working at Intuit and supported clients on Intuit products across the organization through multiple channels. From there, Jaycie worked at a local accounting firm in their advisory services department, where she obtained her QuickBooks ProAdvisor Certification.

Jaycie and her boyfriend were both born and raised in Boise. They have two dogs—a boxer named Henry and a lab named Banquet. Jaycie enjoys going to the gym, taking their dogs for hikes, and spending time at their favorite local spots, including The Flicks, a couple bookstores, coffee shops, and the wineries in Garden City. She’s also a proud supporter of the Idaho Humane Society.

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.