Stacy Cooley


Stacy Cooley

Director of Technology & Client Specialist

Stacy brings more than 30 years of experience in financial services and has held numerous key roles. Her extensive knowledge helps our company provide the ideal client experience as they prepare for retirement. Her responsibilities include establishing new accounts and servicing existing accounts. She also uses her technological skills and experience to help maintain our computers and digital connections to our clients and the community. Stacy is the founding member and President Emeritus of the Central Texas Chapter of Women in Financial Services.

While Stacy helps our current clients in retirement, she is eager to see the younger generations reach retirement as well. “It is never too early to teach your children about responsible financial management,” says Stacy. “It is not a requirement to graduate high school, so it is up to us to make sure they are taught the basics of budgeting, taxes, insurance, investments, and retirement savings.”

Stacy lives in Cedar Park with her pups Buddy and Bruno. She has three adult sons and no matter their ages, the four of them always go on a vacation together once a year. In addition to travel, Stacy enjoys dancing, reading, and building websites.