Stacy joined our office in May of 2022 as our Client Relationship Manager. She holds an MBA from Wayne State University and a bachelor’s degree in human resources from Michigan State University. Stacy maintains her CFP® designation, Series 7, Series 66 with LPL Financial and Michigan Insurance License.

Stacy began her career in the automotive industry as an HR Manager. Through her decade-long experience in human resources, she developed a deep understanding of the importance of retirement planning and a passion for helping individuals make informed decisions about their 401(k) and other corporate benefits. Today, she brings that expertise to her work, supporting planning services that helps clients pursue their long-term financial goals with confidence.