Stacy believes everyone deserves the opportunity to become financially healthy and retire with confidence—and she’s built her career around striving to help both individuals and the employers who support them make that a reality.

As a Managing Director at Strategic Retirement Partners, Stacy works closely with plan sponsors to partner with them in designing, implementing, and administering retirement plans that aim to benefit their employees. She helps employers navigate fiduciary responsibilities with clarity and confidence, translating complex regulations into practical, actionable guidance. At the same time, she is equally committed to helping individuals build financial knowledge, develop healthy habits, and approach retirement with a strong sense of assurance.

Stacy’s passion for economics and investing began with an inspiring high school teacher and grew into a lifelong pursuit. She earned her B.S. in Economics & Finance from The University of Texas at Dallas, graduating cum laude while working full-time—a reflection of the discipline and work ethic she brings to her clients.

She began her career at Fidelity Investments and Charles Schwab before moving into independent advisory work, where she found her true calling. Over the next 25 years, Stacy developed deep expertise in employer-sponsored retirement plans, including 401(k), 403(b), 457, Defined Benefit and Non-Qualified plans. Known for making complex topics approachable, she combines technical expertise with a genuine commitment to helping people make confident financial decisions.

In 2017, Stacy founded PlanWise Retirement Strategies to deliver a more personalized and impactful experience for plan sponsors and participants. In 2021, PlanWise joined Strategic Retirement Partners, expanding resources and capabilities while maintaining the high-touch approach her clients value.

Outside of work, Stacy enjoys time with her two adult children and the healthy, active lifestyle she loves. She has a love for horses, and time spent riding and caring for them is her favorite way to unwind and recharge.

Credentials:
Series 7 & 63 (LPL Financial) | Series 65 (WELLth Advisory Services)
CPFA | Accredited Investment Fiduciary® (AIF®)