"I love helping people understand more about their finances and working together to create a customized plan towards achieving financial independence."
MaxFacts
Specialties
- Holistic financial and retirement planning
Licenses & Designations
- Series 6, 7, 63, and 65 through LPL Financial
- Michigan Life, Health and Variable Annuity License
- Chartered Retirement Planning Counselor®
- Accredited Portfolio Management Advisor®
About Stacey
My passion is to work with and educate others to help them strive for financial independence and become debt-free. I aspire to earn your trust and craft a customized plan that is tailored to fit your specific situation and lifestyle.
I've worked in the finance industry since 2001. Seeing so many different situations and market conditions over the years has prepared me to help you succeed.
From budgeting, lending, saving, and investing, I'll review your specifics and look for ways to help optimize your finances for the short and long term.
Life can be stressful, and that is especially true when it comes to money - but it doesn't have to be that way. The thing I enjoy most is helping people understand more about their finances so they can be optimistic knowing they have a plan for the future and financial independence.
In my free time, when I'm not working as a taxi driver for my children, I enjoy going for a jog, being outside, riding our side by side, and deepening my faith.