Stacy joined our team in September 2021 after spending 22 years in Education. She has worked with hundreds of students over the years: teaching, guiding, and preparing them for their future. Her passion is educating others and building relationships that last!
Her natural ability to help others, develop relationships, and educate people truly equip her to bring immense value to our clients. After spending the first half of her career focused on one major aspect of family life (children), Stacy realized the opportunity in front of her to now help in another major aspect of family life - financial wellness.
Stacy is a 1999 graduate of Mount Vernon Nazarene University. She has both her Series 7 and Series 66 licenses. She has been married to her high school sweetheart, Jason, for over 30 years. They have 2 adult children, Kayla and Maverick. In 2023 they welcomed Maverick's new bride, Morgan, to the family as their daughter-in-law. Stacy is active in her local church and loves spending time with family. Joining the family business was clearly a God-led choice for her and she looks forward to serving clients for years to come.