Stacy brings more than 35 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 using her technological skills and experience to help design and maintain critical systems, automations, security and digital connections with 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 heading towards and 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 off the North Shore of Lake Travis in Jonestown. 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, application development & artificial intelligence.