As a Certified Financial Planner (TM), with the Series 65 Uniform Investment Adviser Law Exam and State of Washington Life and Disability Insurance license, Stacy launched the firm with the charter of helping clients put their financial future into focus.
Stacy's clients are primarily working professionals and retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Alphabet, Accenture, and LinkedIn. Many clients also work in the public sector or not-for-profit sphere at entities such as: FAA, NSA, City of Seattle, City of Bellevue, City of Redmond, KEXP, UW, Harborview, Fred Hutchison, Virginia Mason, King County, and the Bill and Melinda Gates Foundation. They seek working with a Fee-Only CFP(R) who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals. They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.
Stacy graduated from the University of Oklahoma Michael F. Price School of Business with a Bachelor of Business Administration degree. Stacy has over a decade of financial planning experience. Prior to becoming a CFP(R), she worked primarily in Software, including at Microsoft, for the first stage of her working life. As a result, Stacy understands the ambitions and aspirations High Achievers have for their financial success. Stacy has been quoted multiple times in the press, including Seattle Times, Time, High Beam, NWSource, Credit Card Insider, Dice, Business Insider, and Financial-Planning. She has provided pro bono financial planning for over 10 years via Seattle not-for-profits and industry affiliations. Get in touch to discover what it's like to have financial planning that's clear and on your terms.