Stacy is a Partner and Managing Director in the Beacon Pointe Bethesda, Maryland office, where she works with clients to help them achieve financial security and design plans for living the life they envision. She has extensive knowledge in guiding individuals through the financial complexities of divorce, helping them make informed decisions during periods of transition. Prior to joining Beacon Pointe through the acquisition of The Family Firm in 2025, she was a financial advisor, serving as a team leader and mentor, overseeing the firm’s internal training program for paraplanners. Earlier in her career, she worked as an investment consultant for Charles Schwab & Co., advising clients on portfolio management and retirement planning. Stacy also spent time in the Middle East working for an international exchange and development non-profit organization.

Stacy is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Divorce Financial Analyst® (CDFA®), and is a member of the Institute of Divorce Financial Analysts (IDFA). She holds a degree from Penn State University. Outside of the office, Stacy enjoys spending time with her husband and two children, watching football, biking with her family, and planning her next travel adventure.