For over 20 years, Stacey has been committed to her client’s best interests and uses her financial planning experience to provide you with the resources you need to make sound financial decisions. She prides herself in getting to know each client so that she can understand their individual needs and what matters most to them. This helps her recommend products and strategies designed to meet their current, and more importantly, future needs. When you work with Stacey, your financial success may be closer than you think.

Stacey was honored with Advisor of the Year for MassMutual Arizona, a recognition of her outstanding performance and client dedication. She has also earned the annual honors of Qualifying Member and Court of the Table for Million Dollar Round Table since 2017 as well as the acclaim of Who’s Who in America for Financial Planning.
Stacey earned her Bachelor of Science degree in Finance from the Eller College of Management at the University of Arizona. With her dedication to financial planning, she earned the ChFC© (Chartered Financial Consultant) and CLU© (Charted Life Underwriter) designations from the American College. She took her Fiduciary expertise a step further by earning the CPFA© (Certified Plan Fiduciary Advisor) from the National Association of Plan Advisors.

Outside of the office, Stacey enjoys spending quality time with her wife and four dogs. She’s an avid golfer, hikes daily, and is a huge football fan for her Seattle Seahawks and University of Arizona Wildcats. As you will hear her say often, Bear Down! Go Hawks!