Stacey has over 20 years of experience in the financial services industry. As a CRPC® professional, she works to gain knowledge of client's retirement needs. As an AAMS® professional, she can provide comprehensive financial planning, estate planning and college planning.
Stacey assists clients in preparing for their future by providing financial confidence through financial planning. She is dedicated to understanding client needs, designing a comprehensive plan, implementing and continuing to manage the plan.
Stacey has a real passion for educating clients on how they can reach and maintain their individual, long-term financial goals.
Stacey has a Bachelor of Science from Western Illinois University and is currently working on her MBA from Southern Indiana University.
Stacey holds her Series 7 and 66 licenses.
Stacey also holds a Chartered Retirment Planning Counselor® and Accredited Asset Management Specialist® designation through the College for Financial Planning.
In the community
Stacey is involved in the Danville Sunrise Rotary and the Danville Chapter of AMBUCS.