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 in 2010 with the charter of helping clients put their financial future into focus.
Since 2010, Stacy's clients are primarily working professionals and retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Facebook, Google, Accenture, Rover, 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 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. Prior to becoming a CFP(R), she enjoyed working in tech, helping drive software releases and customer readiness during the 90s and the 00s. Stacy has been quoted multiple times in the press, including Seattle Times, Forbes, US News and World Report, Time, High Beam, NWSource, Dice, and Business Insider. She has provided pro bono financial planning via Seattle not-for-profits and industry affiliations for over a decade. Get in touch to discover what it's like to have financial planning that's clear and on your terms.