Stacey joined the firm in 2018 and serves as an Advisor. 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.