RICP®, CEPA®

Stacey is a trusted financial advisor known for delivering sophisticated wealth strategies with clarity, compassion, and personalized guidance. With more than a decade of experience, she specializes in comprehensive financial planning, investment management, retirement income strategies, tax-efficient planning, estate and legacy planning, and business succession planning.

A top-performing advisor, Stacey works closely with individuals, families, and business owners to develop customized strategies that align with their long-term goals. She also collaborates with attorneys, CPAs, and other professionals to provide coordinated, comprehensive guidance.

Before entering the financial industry, Stacey built a successful career in broadcast news, where she developed the investigative mindset and communication skills that continue to define her advisory approach. By simplifying complex financial concepts into clear, actionable strategies, she helps clients make confident decisions and build lasting financial security.