Stacey began her career over 20+ years ago in the insurance, financial services, and wealth management industry. She has an extensive background and knowledge in these areas of focus as well as holding several professional licenses including FINRA Series 6, 7, 63, and 65. She has worked with many clients with varying goals and interests including retirement planning, wealth transfer, and tax planning.
Previous to joining Thrive Financial Services, Stacey worked as a Financial Advisor with Prudential serving clients and building her practice based on foundational financial planning principles. Prior to that, she worked for Ameriprise Financial. Stacey resides in Montgomery County and enjoys spending time with her husband Budd, children Abby and Alex, and her Golden-doodle Wilson.
Stacey began her career over 20+ years ago in the insurance, financial services, and wealth management industry. She has an extensive background and knowledge in these areas of focus as well as holding several professional licenses including FINRA Series 6, 7, 63, and 65. She has worked with many clients with varying goals and interests including retirement planning, wealth transfer, and tax planning.
Previous to joining Thrive Financial Services, Stacey worked as a Financial Advisor with Prudential serving clients and building her practice based on foundational financial planning principles. Prior to that, she worked for Ameriprise Financial. Stacey resides in Montgomery County and enjoys spending time with her husband Budd, children Abby and Alex, and her Golden-doodle Wilson.