Retirement Planner
Stacey’s career in the financial industry reflects her dedication to creating a thoughtful, organized, and seamless experience for the families and individuals we serve. As a Retirement Planner, she brings a strong passion for customer service and a detail-oriented approach to help pre-retirees navigate the process of building the customized retirement plans we call a RetireSecure Roadmap.
She takes pride in fostering an environment that is efficient, transparent, and supportive, ensuring every step of the planning process feels clear and manageable.
With over a decade of experience in the financial industry, Stacey has served in a variety of roles, including financial advisor, onboarding specialist, and relationship manager. She began her time at Merkle Retirement Planning as Director of Client Servicing, where she developed processes that empowered the Client Servicing Team to operate efficiently while delivering a consistent, high level of service.
She has passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. She holds life and health insurance licenses. She has also passed the Series 6, 26 and 63 FINRA examinations.
Beyond her professional achievements, Stacey’s adventurous spirit shines. She cherishes the memories of a trip to California with her then-81-year-old grandmother—an unforgettable experience that marked her grandmother’s first airplane ride and her first trip to the ocean. She also enjoys exploring new destinations with her husband, Jared, and their children, Brooklyn and Liam.