Stacey joined the firm in 2018 as a Senior Advisor Associate. Stacey works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.

Previous Experience

  • Joel Isaacson & Co., LLC
  • Berson and Corrado Investment Advisory Services
  • UBS Financial Services

Education & Credentials

  • BS, University of Maryland – Smith School of Business
  • Certificate in Financial Planning, School of Professional Studies at New York University
  • Certified Financial Planner



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.